Remote Tax Advisor & Prep Specialist

Intuit, Inc.; Pasadena (CA); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to help TurboTax customers complete their federal and state returns remotely.

You will provide expert guidance, prepare returns, and explain tax terms in everyday language, contributing to a trusted customer experience. In this virtual, customer-facing role, you will use video tools to assist clients, ensure accuracy, document interactions, and meet KPI metrics.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season using commercial software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Excellent verbal and written communication skills.
• Must reside in the United States.

Responsibilities

• Interact with customers via video communications to provide tax guidance.
• Assist TurboTax customers with tax returns, advice, and calculations.
• Document customer interactions and resolve inquiries.
• Meet KPI metrics and participate in training and development.
• Use government resources and team expertise to find accurate answers.

Skills

Tax preparation

Customer service

Video interactions

Bilingual English/Spanish

Education

State licenses

PTIN active

Job description

Intuit, Inc. is seeking a highly motivated tax professional to help TurboTax customers complete their federal and state returns remotely.

You will provide expert guidance, prepare returns, and explain tax terms in everyday language, contributing to a trusted customer experience. In this virtual, customer-facing role, you will use video tools to assist clients, ensure accuracy, document interactions, and meet KPI metrics.