Remote Tax Advisor & Tax Prep Specialist

Intuit, Inc.; West Des Moines (IA); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a skilled tax professional to assist TurboTax customers remotely with individual federal and state returns, offering expert guidance and clear explanations.

The role emphasizes empathy, compliance, and accurate calculations, using TurboTax and Smartlook for video interactions. Must hold PTIN, reside in the United States, and be available at least 20 hours weekly, with bilingual skills a plus.

Qualifications

• 2+ years of federal and state individual 1040 experience with at least 30 clients per season using commercial tax software.
• Active PTIN and ability to obtain state licenses as required.
• Willing and able to work a minimum of 20 hours per week.
• Strong communication skills and ability to explain tax terms clearly.
• Must reside in the United States.

Responsibilities

• Virtually interact with customers using video to complete tax returns.
• Provide tax advice, full-service return preparation, and explanations of tax terms.
• Document customer interactions and follow defined procedures.
• Meet KPI metrics and participate in training and pilot projects.

Skills

Tax return preparation

Customer service

PTIN / licensure

Bilingual English/Spanish

Video/remote support

Tools

TurboTax software

Smartlook video tool

Job description

Intuit, Inc. is seeking a skilled tax professional to assist TurboTax customers remotely with individual federal and state returns, offering expert guidance and clear explanations.

The role emphasizes empathy, compliance, and accurate calculations, using TurboTax and Smartlook for video interactions. Must hold PTIN, reside in the United States, and be available at least 20 hours weekly, with bilingual skills a plus.