Remote Tax Advisor & Prep Specialist

Intuit, Inc.; Stamford (CT); Remote; USD 25,000 - 44,000; Full time

Job summary

Intuit, Inc. is seeking a tax preparation professional for a virtual, customer-facing role. You will guide customers through their tax returns using TurboTax, provide expert explanations, and deliver high-quality service with empathy and clarity.

You will respond to tax questions, perform full-service return preparation, document interactions, and contribute to KPI goals while completing required trainings to stay compliant.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Active PTIN required.
• Knowledge of Circular 230.
• Willing to work at least 20 hours per week.
• Proficient with technology and software.
• Strong customer service, verbal and written communication.
• Ability to work in a fast-paced environment with minimal supervision.
• Must reside in the United States.
• Willing to obtain dedicated hardwired internet meeting security criteria.
• Bilingual (English/Spanish) a plus.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice and full service return preparation and signature.
• Answer product/software inquiries and perform tax calculations.
• Document customer interactions and work toward KPI metrics and Big Bet Goals.
• Participate in training, projects, and cross-training as needed.

Skills

Customer service

Communication

Problem solving

Fast-paced work

Technical proficiency

Bilingual English/Spanish

Tools

Smartlook

Job description

Intuit, Inc. is seeking a tax preparation professional for a virtual, customer-facing role. You will guide customers through their tax returns using TurboTax, provide expert explanations, and deliver high-quality service with empathy and clarity.

You will respond to tax questions, perform full-service return preparation, document interactions, and contribute to KPI goals while completing required trainings to stay compliant.