Remote Tax Advisor & Prep Specialist

Intuit, Inc.; Wilmington (NC); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a tax professional to help TurboTax customers with federal and state returns, tax advice, and explanations of tax terms. This is a virtual, customer-facing role using video software to interact with clients.

You will perform full service return preparation, respond to product questions, and calculate taxes while documenting interactions. The role requires strong communication, problem-solving, and the ability to work at least 20 hours per week from a US location.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season.
• Active PTIN and ability to obtain state licenses as required.
• Willingness to work minimum 20 hours per week and complete required training.

Responsibilities

• Provide tax advice and guidance to TurboTax customers.
• Perform full-service return preparation and signature.
• Answer product/software inquiries and perform tax calculations.
• Document customer interactions and ensure accuracy in records.
• Meet KPIs and participate in pilots and validations.
• Complete required compliance and professional development trainings.

Skills

Tax preparation

Customer service

Video interaction

Problem solving

Written communication

Tools

TurboTax

Job description

Intuit, Inc. is seeking a tax professional to help TurboTax customers with federal and state returns, tax advice, and explanations of tax terms. This is a virtual, customer-facing role using video software to interact with clients.

You will perform full service return preparation, respond to product questions, and calculate taxes while documenting interactions. The role requires strong communication, problem-solving, and the ability to work at least 20 hours per week from a US location.