Remote Tax Advisor: TurboTax Expert & Prep Specialist

Intuit, Inc.; Greensboro (NC); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a motivated tax professional to assist customers with TurboTax product-based tax preparation and guidance in a fully remote, virtual setting.

You will help customers complete federal and state returns, explain tax concepts, and ensure accurate filing while delivering a high level of service and empathy. Prior tax prep experience and PTIN eligibility are required; bilingual skills are a plus.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 tax returns for at least 30 clients per season using commercial tax preparation software.
• Active PTIN or ability to obtain one.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and computer software.
• Strong customer service and excellent verbal and written communication skills.
• Able to work in a fast-paced environment with minimal supervision.
• Must reside in the United States.
• Bilingual English/Spanish a plus.

Responsibilities

• This is a virtual, customer-facing role using our video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions.
• Meet KPI metrics and participate in pilots and trainings.
• Complete required training and development as determined by the business.

Skills

Customer service

Communication skills

Problem solving

Critical thinking

Research skills

Technology proficiency

Bilingual English/Spanish

Able to work 20 hours per week

Residency in the United States

Job description

Intuit, Inc. is seeking a motivated tax professional to assist customers with TurboTax product-based tax preparation and guidance in a fully remote, virtual setting.

You will help customers complete federal and state returns, explain tax concepts, and ensure accurate filing while delivering a high level of service and empathy. Prior tax prep experience and PTIN eligibility are required; bilingual skills are a plus.