Remote Tax Advisor & Return Prep Specialist

Intuit, Inc.; Lancaster (OH); Remote; USD 26,000 - 34,000; Full time

Job summary

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers in a virtual, client-facing role. You will provide expert guidance, tax preparation, and explanations of tax terms to customers.

The position requires 2+ years of tax return experience, active PTIN, and the ability to work at least 20 hours per week from the United States. You will help customers navigate federal and state filings and ensure high-quality service.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Active PTIN required.
• Working knowledge of Circular 230.
• Willing to work minimum 20 hours per week.
• Proficient with technology and software.

Responsibilities

• This is a virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full service return preparation, and product inquiries.
• Document customer interactions and resolve inquiries per policy.
• Meet KPI metrics and participate in training and development.

Skills

Tax preparation

Customer service

Video communications

Bilingual English/Spanish

Tools

TurboTax

Job description

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers in a virtual, client-facing role. You will provide expert guidance, tax preparation, and explanations of tax terms to customers.

The position requires 2+ years of tax return experience, active PTIN, and the ability to work at least 20 hours per week from the United States. You will help customers navigate federal and state filings and ensure high-quality service.