Remote Tax Advisor & Prep Specialist

Intuit, Inc.; Williamsport (Lycoming County); Remote; USD 26,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is hiring for a virtual Tax Advisor to help TurboTax customers complete federal and state returns. You will use our video tools to guide customers, provide tax advice, and perform full-service return preparation with explanations of tax terms.

The role requires 2+ years of recent tax preparation experience, PTIN, and knowledge of Circular 230. A flexible schedule of at least 20 hours per week is expected, with potential bilingual English/Spanish advantage.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season with compensation using tax software.
• Must possess or be able to obtain related state licenses, certificates, permits, or bonds.
• Active PTIN required; knowledge of Circular 230 is expected.
• Willing to work a minimum of 20 hours per week and use a dedicated internet connection.
• Proficient with technology and strong customer service and communication skills.
• Bilingual English/Spanish is a plus and candidate must reside in the United States.

Responsibilities

• Serve as virtual customer-facing tax advisor using video tools and software.
• Provide tax advice, complete full-service return preparation and signatures.
• Handle product inquiries and tax calculations for customers.
• Create high quality interactions with empathy and expert tax knowledge.
• Document interactions and work toward KPI metrics and training requirements.

Skills

Customer service

Communication skills

Critical thinking

Problem solving

Fast-paced work environment

Education

PTIN

State licenses/certificates

Circular 230 knowledge

Tools

Smartlook

Tax preparation software

Job description

Intuit, Inc. is hiring for a virtual Tax Advisor to help TurboTax customers complete federal and state returns. You will use our video tools to guide customers, provide tax advice, and perform full-service return preparation with explanations of tax terms.

The role requires 2+ years of recent tax preparation experience, PTIN, and knowledge of Circular 230. A flexible schedule of at least 20 hours per week is expected, with potential bilingual English/Spanish advantage.