Remote Tax Advisor & Returns Expert

Intuit, Inc.; Mooresville (NC); Remote; USD 30,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking an experienced tax professional to assist TurboTax customers remotely with federal and state returns, explanations of tax terms, and accurate guidance.

You will use video tools to deliver high‑quality service and ensure customer confidence while meeting performance goals. Candidates should have 2+ years of tax return preparation experience, active PTIN, and availability to work at least 20 hours per week.

Qualifications

• 2+ years of experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial software.
• Active PTIN
• Willing to work a minimum of 20 hours per week.
• Bilingual English/Spanish is a plus.

Responsibilities

• This is a virtual, customer-facing role; you will use video communications software to interact with customers.
• Provide tax advice and full service return preparation with signature.
• Answer product/software inquiries and assist with tax calculations.
• Create high-quality customer interactions with empathy and expertise in tax preparation.
• Use government and professional resources to deliver accurate answers in everyday language.
• Apply company policies to troubleshoot and resolve inquiries.
• Document customer interactions and maintain records.
• Work toward KPI metrics and Big Bet Goals; participate in pilots and validations.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Remote work

Job description

Intuit, Inc. is seeking an experienced tax professional to assist TurboTax customers remotely with federal and state returns, explanations of tax terms, and accurate guidance.

You will use video tools to deliver high‑quality service and ensure customer confidence while meeting performance goals. Candidates should have 2+ years of tax return preparation experience, active PTIN, and availability to work at least 20 hours per week.