Remote Tax Advisor | TurboTax Expert & Customer Champion

Intuit, Inc.; Piscataway Township (NJ); Remote; USD 31,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers with federal and state returns in a virtual, customer-facing role.

You will provide expert guidance, tax preparation, and explanations of tax terms, helping customers complete their taxes accurately while delivering a positive brand experience. Responsibilities include using video software to interact with customers, delivering tax advice and full service return preparation, documenting interactions, meeting KPIs,

Qualifications

• 2+ years of federal and state 1040 tax return prep for 30+ clients per season using commercial software.
• Must possess or obtain state licenses/certs/permits/bonds.
• Active PTIN required.
• Working knowledge of Circular 230.

Responsibilities

• This is a virtual, customer-facing role; interact with customers using Smartlook.
• Provide tax advice and full-service return preparation and signature.
• Assist with product/software inquiries and tax calculations.
• Document customer interactions and meet KPI metrics.

Skills

Tax preparation

Customer service

Video interview

Research

Education

PTIN

State license (tax)

Tax-prep credentials

Tools

Smartlook

Job description

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers with federal and state returns in a virtual, customer-facing role.

You will provide expert guidance, tax preparation, and explanations of tax terms, helping customers complete their taxes accurately while delivering a positive brand experience. Responsibilities include using video software to interact with customers, delivering tax advice and full service return preparation, documenting interactions, meeting KPIs,