Remote Tax Advisor & Preparation Specialist

Intuit, Inc.; Tyler (TX); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a motivated tax professional for a virtual, customer-facing role helping TurboTax customers complete federal and state returns with expert guidance.

You will use secure video and chat tools to explain tax terms, perform full service return preparation, and answer product questions while upholding Intuit’s standards and customer-first mindset. The role requires at least 2 years of recent 1040 preparation experience for many clients, active PTIN, and the ability to work a

Qualifications

• 2+ years of recent federal/state 1040 preparation for 30+ clients per season.
• Active PTIN and ability to obtain related state licenses/certificates.
• Working knowledge of Circular 230.
• Willingness to work minimum 20 hours per week.
• Proficient with technology and computer software.
• Strong verbal and written communication skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Dedicated hardwired internet connection meeting security criteria.
• Bilingual English/Spanish a plus.
• Resident of the United States.

Responsibilities

• Virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Create high quality customer interactions with empathy and expertise.
• Use government sites, professional resources, and team input to find right answers.
• Document customer interactions and adhere to policies.
• Meet KPI metrics and participate in pilots and training.

Skills

Customer service

Communication

Video communication

Attention to detail

Problem solving

Education

PTIN

State licenses/certificates

Tools

TurboTax software

Video conferencing software (Smartlook)

Internet connectivity

Job description

Intuit, Inc. is seeking a motivated tax professional for a virtual, customer-facing role helping TurboTax customers complete federal and state returns with expert guidance.

You will use secure video and chat tools to explain tax terms, perform full service return preparation, and answer product questions while upholding Intuit’s standards and customer-first mindset. The role requires at least 2 years of recent 1040 preparation experience for many clients, active PTIN, and the ability to work a