Remote Tax Advisor & Prep Specialist

Intuit, Inc.; Rockford (IL); Remote; USD 29,000 - 37,000; Full time

Benefits offered by this job

Bonus eligibility

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a motivated Tax Preparer to help TurboTax customers complete federal and state tax returns remotely. You will provide expert advice, explain tax concepts, and perform full-service return preparation with signature, using our video tools to communicate with clients.

The role requires 2+ years of tax prep experience, PTIN, and strong communication. You will work up to 20 hours weekly, with training and performance-driven pay, including bonuses and benefits.

Qualifications

• 2+ years of recent 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 any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers using our video communications software.
• Provide tax advice and full service return preparation and signature for TurboTax customers.
• Answer product/software inquires and perform tax calculations.
• Document customer interactions and meet KPI metrics; participate in training and development.

Skills

Tax preparation

Customer service

Verbal and written communication

Bilingual English/Spanish

Education

PTIN

Tools

Tax software (TurboTax)

Job description

Intuit, Inc. is seeking a motivated Tax Preparer to help TurboTax customers complete federal and state tax returns remotely. You will provide expert advice, explain tax concepts, and perform full-service return preparation with signature, using our video tools to communicate with clients.

The role requires 2+ years of tax prep experience, PTIN, and strong communication. You will work up to 20 hours weekly, with training and performance-driven pay, including bonuses and benefits.