Remote Tax Advisor & Return Specialist

Intuit, Inc.; Saginaw (MI); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a motivated tax professional to assist customers remotely with federal and state tax returns. This role emphasizes expert guidance, tax preparation, and clear explanations of tax terms via video interactions.

Training, compliance, and cross-training across products are included. The position requires at least 2 years of recent tax return preparation experience, an active PTIN, and the ability to work a minimum of 20 hours per week from a home-office setup in the United

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Active PTIN and ability to obtain state licenses.
• Working knowledge of Circular 230.
• Willingness to work a minimum of 20 hours per week.
• Proficient with technology; solid computer operations and software.
• Excellent verbal and written communication skills.
• Bilingual English/Spanish is a plus; must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using state-of-the-art video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and respond to product/software inquiries.
• Explain tax terms in everyday language and document customer interactions.
• Work toward meeting KPIs and participate in training and development as required.

Skills

Tax prep experience

Customer service

Communication skills

Bilingual English/Spanish (plus)

Tools

TurboTax

Video conferencing software

Job description

Intuit, Inc. is seeking a motivated tax professional to assist customers remotely with federal and state tax returns. This role emphasizes expert guidance, tax preparation, and clear explanations of tax terms via video interactions.

Training, compliance, and cross-training across products are included. The position requires at least 2 years of recent tax return preparation experience, an active PTIN, and the ability to work a minimum of 20 hours per week from a home-office setup in the United