Remote Tax Advisor & Prep Specialist

Intuit, Inc.; Sioux City (IA); Remote; USD 30,000 - 39,000; Full time

Job summary

Intuit, Inc. is hiring a tax preparation specialist to guide TurboTax customers through federal and state returns in a virtual setting. You will provide expert explanations, help with calculations, and ensure accuracy with a friendly, professional demeanor.

The role requires 2+ years of experience, an active PTIN, and the ability to work at least 20 hours per week. You’ll use TurboTax software and Smartlook for live interactions, documenting each interaction and supporting performance goals.

Qualifications

• Must have 2+ years of federal/state 1040 tax return prep experience.
• Active PTIN and ability to obtain state licenses as needed.
• Willing to work at least 20 hours per week.
• Strong communication and problem-solving skills.

Responsibilities

• Interact with customers virtually using video software to provide tax guidance.
• Assist TurboTax customers with tax returns, including full service preparation and signature.
• Answer product and software questions and perform tax calculations.
• Document customer interactions and resolve inquiries per policy.
• Meet KPI metrics and participate in pilots and training.

Skills

Tax return prep

PTIN

Circular 230

Bilingual EN/ES

Tools

TurboTax software

Smartlook

Job description

Intuit, Inc. is hiring a tax preparation specialist to guide TurboTax customers through federal and state returns in a virtual setting. You will provide expert explanations, help with calculations, and ensure accuracy with a friendly, professional demeanor.

The role requires 2+ years of experience, an active PTIN, and the ability to work at least 20 hours per week. You’ll use TurboTax software and Smartlook for live interactions, documenting each interaction and supporting performance goals.