Remote Tax Advisor & Preparation Specialist

Intuit, Inc.; Los Gatos (CA); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit is hiring a virtual tax professional to assist customers with federal and state tax returns using TurboTax products. The role emphasizes expert guidance, clear explanations, and strong customer service in a fast-paced, remote setting.

You will work 20+ hours per week, need a valid PTIN and state licenses, and reside in the United States. Training and compliance requirements apply, with pay aligned to regional markets.

Qualifications

• 2+ years of recent experience preparing federal and state tax returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills – able to interact via video/audio tools professionally.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, and research skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have or be willing to obtain a dedicated hardwired internet connection.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers using Smartlook video communications software.
• Provide tax advice, full service return preparation and signature, and product/software inquiries.
• Document customer interactions and resolve inquiries using defined procedures and company policies.
• Work toward meeting KPI metrics and Big Bet Goals; participate in pilot testing and project validations.
• Complete required training and development as determined by the business.

Skills

Tax preparation experience

Customer service

Communication skills

Video/phone interactions

Bilingual English/Spanish

Education

Active PTIN

State tax licenses

Circular 230 knowledge

Tools

TurboTax software

Video conferencing tools

Job description

Intuit is hiring a virtual tax professional to assist customers with federal and state tax returns using TurboTax products. The role emphasizes expert guidance, clear explanations, and strong customer service in a fast-paced, remote setting.

You will work 20+ hours per week, need a valid PTIN and state licenses, and reside in the United States. Training and compliance requirements apply, with pay aligned to regional markets.