Remote Tax Advisor & Returns Specialist

Intuit

Oklahoma City (OK)

Remote

USD 26,000 - 39,000

Full time

14 days+

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Benefits offered by this job

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Job summary

Intuit, Inc. is seeking a motivated tax-preparation specialist to assist customers remotely with TurboTax. You will guide clients through tax questions, offer full-service return preparation, and use our video tools to deliver clear explanations in everyday language.

Ideal candidates have 2+ years of federal/state tax prep experience, PTIN, and knowledge of Circular 230. A remote role with flexible hours, tied to performance metrics and ongoing training, awaits.

Qualifications

2+ years of federal and state individual 1040 prep for 30+ clients per season using commercial tax software.
Must possess or obtain state licenses, certificates, permits or bonds.
Must possess an active PTIN.
Working knowledge of Circular 230.

Responsibilities

Assist TurboTax customers virtually with tax preparation and guidance.
Provide tax calculations, product and software inquiries, and full service return prep and signature.
Document customer interactions and strive toward KPIs and project goals.
Complete required training and development as determined by the business.

Skills

Tax preparation (2+ yrs)

Customer service

Bilingual English/Spanish (plus)

Tech-savvy, computer software

Video/virtual support

Education

PTIN possession

State licenses/certificates

Circular 230 knowledge

Tools

TurboTax

Smartlook/video tools

General tax software

Job description

Ideal candidates have 2+ years of federal/state tax prep experience, PTIN, and knowledge of Circular 230. A remote role with flexible hours, tied to performance metrics and ongoing training, awaits.

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