Remote Tax Advisor & Return Specialist

Intuit, Inc.; West Lafayette (IN); Remote; USD 26,000 - 33,000; Part time

Job summary

Intuit, Inc. is seeking a detail-oriented tax professional for a remote, virtual role. You will guide customers through federal/state tax returns, provide explanations of terms, and perform full-service preparation and signatures.

The ideal candidate has 2+ years of tax prep experience, active PTIN, and strong communication skills. This role requires a dedicated internet connection and the ability to work a minimum of 20 hours per week.

Qualifications

• Two+ years of federal/state 1040 tax return preparation for at least 30 clients per season.
• Active PTIN and ability to obtain state licenses.
• Proficient with technology and tax software.
• Strong customer service and communication skills.

Responsibilities

• This is a virtual, customer-facing role; interact with customers via video.
• Provide tax advice and full-service return preparation and signatures.
• Answer product/software questions and perform tax calculations.
• Document customer interactions and maintain accurate records.
• Meet KPI metrics and participate in pilots and trainings.

Skills

Tax preparation

Customer service

Verbal and written communication

Video interactions

Bilingual English/Spanish

Education

PTIN required or eligible

State licenses or permits

Tools

TurboTax software

Smartlook video tool

Job description

Intuit, Inc. is seeking a detail-oriented tax professional for a remote, virtual role. You will guide customers through federal/state tax returns, provide explanations of terms, and perform full-service preparation and signatures.

The ideal candidate has 2+ years of tax prep experience, active PTIN, and strong communication skills. This role requires a dedicated internet connection and the ability to work a minimum of 20 hours per week.