Remote Tax Advisor & Prep Specialist

Intuit, Inc.; Troy (MI); Remote; USD 32,000 - 39,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely with tax preparation and guidance. You will use video tools to interact with clients, provide expert tax explanations, and help complete returns with accuracy and empathy.

The role requires 2+ years of experience, PTIN, and a willingness to work at least 20 hours per week. You must reside in the United States and communicate clearly in English (Spanish is a plus).

Qualifications

• 2+ years of recent experience preparing federal and state 1040 tax returns for at least 30 clients per season using commercial tax prep software.
• Active PTIN required.
• State licenses/certificates/permits/bonds may be required.
• Working knowledge of Circular 230.
• Willing to work minimum 20 hours per week.
• Proficient with technology; strong computer skills.
• Strong customer service and communication skills for video/audio interactions.
• Excellent verbal and written communication.
• Critical thinking and problem solving.
• Ability to work in a fast-paced environment with minimal supervision.
• Must reside in the United States.

Responsibilities

• Virtual, customer-facing role using video software to interact with customers.
• Provide tax advice and full service return preparation and signature.
• Answer product/software inquiries and tax calculations.
• Document customer interactions and resolve inquiries per policies.
• Meet KPI metrics and participate in pilot tests and trainings.

Skills

Tax preparation experience

Excellent communication

Customer service

Problem solving

Fast-paced environment

Bilingual English/Spanish a plus

Tools

Commercial tax preparation software

Video/remote interaction tools

Job description

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely with tax preparation and guidance. You will use video tools to interact with clients, provide expert tax explanations, and help complete returns with accuracy and empathy.

The role requires 2+ years of experience, PTIN, and a willingness to work at least 20 hours per week. You must reside in the United States and communicate clearly in English (Spanish is a plus).