Remote Tax Advisor | TurboTax Expert & Prep Specialist

Intuit, Inc.; Sanford (FL); Remote; USD 30,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, a leader in tax software, is seeking a motivated tax professional for a virtual role. You will guide customers through their returns, provide tax advice, and perform full-service preparation using TurboTax products.

The job emphasizes empathy, accuracy, and clear explanations of tax terms, with opportunities for training and career development. You will join a dynamic team that uses advanced video tools to connect with clients, document interactions, and meet performance metrics, while

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax prep software.
• Must possess or be able to obtain related state licenses, certificates, permits, or bonds.
• Active PTIN required.
• Working knowledge of Circular 230.
• Willing to work minimum 20 hours per week.
• Proficient with technology; solid computer skills.
• Excellent verbal and written communication.

Responsibilities

• Virtual, customer-facing role using advanced video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product help.
• Create high quality customer interactions with empathy and expertise in tax preparation.
• Leverage government websites and resources to deliver accurate answers in everyday language.
• Document customer interactions and work toward KPI metrics and Big Bet Goals.
• Participate in training, pilot testing, and additional professional development as required.

Skills

Tax preparation

Customer service

Communication skills

Technology proficient

Video support

Tools

PTIN

Circular 230

Job description

Intuit, a leader in tax software, is seeking a motivated tax professional for a virtual role. You will guide customers through their returns, provide tax advice, and perform full-service preparation using TurboTax products.

The job emphasizes empathy, accuracy, and clear explanations of tax terms, with opportunities for training and career development. You will join a dynamic team that uses advanced video tools to connect with clients, document interactions, and meet performance metrics, while