Remote Tax Advisor & Return Specialist

Intuit, Inc.; Gastonia (NC); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. is hiring for a virtual TurboTax tax professional to help customers complete federal and state tax returns. You will provide expert tax guidance, perform full-service return preparation, and answer product or tax questions via state-of-the-art video communications.

Requires 2+ years of recent 1040 experience, PTIN, and ability to work at least 20 hours weekly. Bilingual English/Spanish is a plus.

Qualifications

• 2+ years of recent tax return preparation experience for federal and state returns, serving at least 30 clients per season.
• Must possess or be able to obtain PTIN.
• Active state licenses/certifications as required for tax professionals.
• Willing to work a minimum of 20 hours per week.

Responsibilities

• Assist customers virtually to complete federal and state tax returns with guidance.
• Provide tax advice, calculations, and explanations of tax terms.
• Document customer interactions and resolve inquiries using defined processes.
• Meet KPI metrics and participate in training and learning initiatives.

Skills

Tax preparation

Customer service

Video/phone communication

Bilingual English/Spanish

Education

PTIN holder or eligible

State license/certification

Tools

TurboTax software

Video conferencing tools

Job description

Intuit, Inc. is hiring for a virtual TurboTax tax professional to help customers complete federal and state tax returns. You will provide expert tax guidance, perform full-service return preparation, and answer product or tax questions via state-of-the-art video communications.

Requires 2+ years of recent 1040 experience, PTIN, and ability to work at least 20 hours weekly. Bilingual English/Spanish is a plus.