Remote Tax Advisor & Return-Prep Pro

Intuit, Inc.; Bluffton (SC); Remote; USD 26,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Job summary

Intuit, Inc. is hiring for a virtual tax professional to assist customers with tax preparation and guidance using TurboTax products. You will deliver expert explanations of tax terms and help customers complete their returns, working remotely from the United States.

The role requires 2+ years of federal/state tax return experience, PTIN, and ability to work at least 20 hours per week. Proficiency with tax software and strong communication skills are essential to ensure customer confidence.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax preparation software.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.

Responsibilities

• This is a virtual, customer-facing role; you will be using our video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, product/software inquiries, and tax calculations.
• Create high quality customer interactions with empathy and expert knowledge in tax preparation.
• Refer to government sites and resources to deliver the right answer in everyday language.
• Document customer interactions and work toward KPI metrics and company goals.
• Participate in pilot testing, projects, and experience validations as needed.

Skills

Tax preparation

Customer service

Video/Audio support

Bilingual English/Spanish

Education

PTIN credential

State licenses/certificates

Tools

Tax preparation software

Job description

Intuit, Inc. is hiring for a virtual tax professional to assist customers with tax preparation and guidance using TurboTax products. You will deliver expert explanations of tax terms and help customers complete their returns, working remotely from the United States.

The role requires 2+ years of federal/state tax return experience, PTIN, and ability to work at least 20 hours per week. Proficiency with tax software and strong communication skills are essential to ensure customer confidence.