Remote Tax Advisor & Prep Specialist

Intuit, Inc.; Phoenix (AZ); Remote; USD 23,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a motivated tax professional to help customers complete their federal and state returns using TurboTax products. This remote role focuses on expert guidance, tax preparation, and clear explanations of tax terms to empower customers.

You will interact through video tooling, handle tax advice and full-service returns, and document interactions while meeting KPI targets. 20+ hours weekly with training and compliance requirements.

Qualifications

• 2+ years of experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Willing to work minimum 20 hours per week.
• Proficient with technology; solid computer skills.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers via video communications.
• Provide tax advice, full service return preparation, and product inquiries.
• Document customer interactions and troubleshoot tax preparation questions using available resources.
• Meet company KPI metrics and participate in training and development as required.

Skills

Customer service

Verbal & written communication

Problem solving

Attention to detail

Team-oriented

Education

PTIN

State licenses/certifications

Tools

Tax software

Job description

Intuit, Inc. is seeking a motivated tax professional to help customers complete their federal and state returns using TurboTax products. This remote role focuses on expert guidance, tax preparation, and clear explanations of tax terms to empower customers.

You will interact through video tooling, handle tax advice and full-service returns, and document interactions while meeting KPI targets. 20+ hours weekly with training and compliance requirements.