Remote Tax Advisor & Prep Specialist

Intuit, Inc.; Springfield (MO); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. seeks a motivated tax professional to assist TurboTax customers in a fully virtual setting. You will guide clients through tax preparation, offer expert tax advice, and help explain complex terms in everyday language.

Responsibilities include using video tools to interact with customers, delivering accurate returns with signatures, and maintaining detailed documentation. Must commit to training and KPI-driven metrics in a dynamic environment.

Qualifications

• 2+ years of federal/state tax return preparation experience.
• Active PTIN or ability to obtain.
• Knowledge of Circular 230.
• Proficient with technology and software.
• Willing to work at least 20 hours per week.

Responsibilities

• Interact with customers via video and audio tools in a virtual setting.
• Provide tax advice and full-service return preparation and signatures.
• Explain tax terms in plain language using trusted resources.
• Document customer interactions and follow procedures to resolve inquiries.
• Meet KPIs and participate in training and pilots as needed.

Skills

Tax knowledge

Customer service

Communication skills

Video/remote delivery

Education

PTIN (Preparer Tax Identification Number)

Tools

TurboTax software

Smartlook video software

Job description

Intuit, Inc. seeks a motivated tax professional to assist TurboTax customers in a fully virtual setting. You will guide clients through tax preparation, offer expert tax advice, and help explain complex terms in everyday language.

Responsibilities include using video tools to interact with customers, delivering accurate returns with signatures, and maintaining detailed documentation. Must commit to training and KPI-driven metrics in a dynamic environment.