Remote Tax Advisor & Return Specialist

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

Job summary

Intuit, Inc. is seeking a virtual Tax Support Specialist with experience in preparing federal and state tax returns. You will guide customers through tax questions, perform full service return preparation, and explain tax terms using TurboTax tools.

Excellent communication and problem-solving are essential. Role requires at least 2+ years of experience, active PTIN, and ability to work 20+ hours weekly from the United States.

Qualifications

• 2+ years preparing federal and state individual 1040 returns for at least 30 clients per season.
• Active PTIN required.
• State licenses/certificates/permits/bonds as needed.
• Willing to work minimum 20 hours per week.
• Proficient with technology; strong computer skills.
• Excellent verbal and written communication.
• English/Spanish bilingual a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using Smartlook to interact with customers.
• Provide tax advice and full service return preparation and signature.
• Answer product and software inquiries and perform tax calculations.
• Create high-quality interactions with empathy and clear explanations.
• Document customer interactions and adhere to policies and procedures.
• Aim to meet KPI metrics and participate in training and pilots.

Skills

Customer service

Communication skills

Problem solving

Tech-savvy

Bilingual (EN/ES)

Tools

TurboTax software

Smartlook video</name>

Job description

Intuit, Inc. is seeking a virtual Tax Support Specialist with experience in preparing federal and state tax returns. You will guide customers through tax questions, perform full service return preparation, and explain tax terms using TurboTax tools.

Excellent communication and problem-solving are essential. Role requires at least 2+ years of experience, active PTIN, and ability to work 20+ hours weekly from the United States.