Remote Tax Advisor & Prep Specialist

Intuit, Inc.; Tallahassee (FL); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a motivated tax preparation specialist to assist TurboTax customers remotely. You will guide users through tax preparations, provide explanations of tax terms, and ensure accurate, compliant returns with professional, empathetic communication.

Responsibilities include advising on taxes, performing full service returns, answering product questions, and maintaining thorough documentation while meeting KPIs and participating in training and pilots as needed.

Qualifications

• 2+ years of federal and state individual 1040 tax return prep experience for at least 30 clients per season with compensation.
• Active PTIN and ability to obtain state licenses/certificates if required.
• Willingness to work a minimum of 20 hours per week.
• Proficient with technology and video/audio tools.
• Willingness to reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will use Smartlook to interact with customers.
• Provide tax advice, full service return preparation and signature, product/software inquiries, and tax calculations for TurboTax customers.
• Create high quality customer interactions and experiences with empathy and expertise in tax preparation.
• Use government websites and professional resources to deliver accurate answers in everyday language.
• Document customer interactions and adhere to defined procedures and policies.
• Meet company KPI metrics and participate in pilots, projects, and validations as needed.
• Complete required training and development, including compliance and cross-training as needed.

Skills

Customer service

Verbal & written comms

Bilingual English/Spanish

Tools

Smartlook

Job description

Intuit, Inc. is seeking a motivated tax preparation specialist to assist TurboTax customers remotely. You will guide users through tax preparations, provide explanations of tax terms, and ensure accurate, compliant returns with professional, empathetic communication.

Responsibilities include advising on taxes, performing full service returns, answering product questions, and maintaining thorough documentation while meeting KPIs and participating in training and pilots as needed.