Remote Tax Advisor & Returns Specialist

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

Job summary

Intuit, Inc. in the United States is seeking a tax-preparation professional for a virtual, customer-facing role supporting TurboTax users. You will guide customers through preparing their taxes with clear explanations and expert advice.

You will handle tax questions, provide full-service return preparation, and respond to product inquiries using plain language and trusted resources. A dedicated online setup ensures secure, efficient service.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service with video and audio tools.
• Excellent verbal and written communication.
• Critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Dedicated hardwired internet connection that meets security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will be using our state of the art video communications software (Smartlook) to interact with customers.
• Help TurboTax customers with tax returns: tax advice, full service return preparation and signature, product inquiries, tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and knowledge.
• Document customer interactions.
• Work toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Written and verbal communication

Bilingual English/Spanish

Problem solving

Education

Active PTIN

State licenses/certificates

High school diploma or higher

Tools

Tax software knowledge

Video conferencing tools

Internet navigation

Job description

Intuit, Inc. in the United States is seeking a tax-preparation professional for a virtual, customer-facing role supporting TurboTax users. You will guide customers through preparing their taxes with clear explanations and expert advice.

You will handle tax questions, provide full-service return preparation, and respond to product inquiries using plain language and trusted resources. A dedicated online setup ensures secure, efficient service.