Remote Tax Advisor & TurboTax Expert

Intuit, Inc.

Shreveport (LA)

Remote

USD 26,000 - 39,000

Full time

18 hours ago
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Job summary

Intuit, Inc. is seeking a skilled tax professional to assist TurboTax customers remotely. You will guide users through tax preparation, explain tax terms, and deliver high-quality customer interactions while maintaining confidentiality and accuracy.

The role requires 2+ years of federal/state 1040 preparation experience, active PTIN, and strong English/Spanish communication skills. Training and compliance requirements apply.

Qualifications

  • 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season using tax software.
  • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
  • Active PTIN required.
  • Knowledge of Circular 230 preferred.

Responsibilities

  • Virtual, customer-facing role using video software to interact with customers.
  • Provide tax advice and full service return preparation and signature.
  • Explain tax terms and product questions in everyday language.
  • Document customer interactions and work toward KPIs and goals.
  • Participate in training, pilots, and experience validations as needed.

Skills

Tax preparation
Customer service
Bilingual English/Spanish
PTIN holder
Software proficiency

Education

PTIN
State licenses/certificates
Circular 230 knowledge

Tools

Commercial tax software

Job description

Intuit, Inc. is seeking a skilled tax professional to assist TurboTax customers remotely. You will guide users through tax preparation, explain tax terms, and deliver high-quality customer interactions while maintaining confidentiality and accuracy.

The role requires 2+ years of federal/state 1040 preparation experience, active PTIN, and strong English/Spanish communication skills. Training and compliance requirements apply.

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