Remote Tax Advisor (Tax Prep & Guidance)

Intuit, Inc.; Concord (NH); Remote; USD 30,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely. You will provide expert tax guidance, prepare and sign returns, and handle product inquiries using video interfaces.

Training and compliance will be part of the role, with an emphasis on accuracy and customer empathy. The position requires at least 2 years of federal/state tax prep experience, active PTIN, and the ability to work 20+ hours weekly from the United States.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Active PTIN required.
• Knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; solid computer skills.
• Strong customer service via video/audio tools; professional and confident demeanor.
• Excellent verbal and written communication skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Must reside in the United States.

Responsibilities

• Provide tax advice and full-service return preparation and signature.
• Answer product and software inquiries and perform tax calculations.
• Document customer interactions and maintain records.
• Meet KPIs and participate in pilot tests and trainings.
• Complete required training and compliance programs as needed.

Skills

Tax preparation

Customer service

Communication skills

Problem solving

Multitasking

Tech proficiency

Video/phone interaction

Bilingual English/Spanish

Job description

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely. You will provide expert tax guidance, prepare and sign returns, and handle product inquiries using video interfaces.

Training and compliance will be part of the role, with an emphasis on accuracy and customer empathy. The position requires at least 2 years of federal/state tax prep experience, active PTIN, and the ability to work 20+ hours weekly from the United States.