Remote Tax Advisor & Virtual Prep Specialist

Intuit, Inc.; Newark (NJ); Remote; USD 32,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a motivated tax professional for a virtual, customer-facing role helping TurboTax customers complete federal and state returns. You will explain tax terms, provide guidance, and perform full-service preparation with our software, delivering clear, friendly service and documenting every interaction.

Candidates should have at least 2 years of return experience, a valid PTIN, and the ability to work a minimum of 20 hours per week from a U.S. location.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willingness to work a minimum of 20 hours per week.
• Proficient with technology; solid computer skills.
• Strong customer service and verbal/written communication.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; interact with customers using video communications software.
• Provide tax advice, full service return preparation and signature, and answer product inquiries.
• Document customer interactions and troubleshoot tax questions per procedures.
• Meet KPI metrics and participate in training and development.

Skills

Customer service

Communication

Bilingual English/Spanish

Tools

Tax software

Job description

Intuit, Inc. is seeking a motivated tax professional for a virtual, customer-facing role helping TurboTax customers complete federal and state returns. You will explain tax terms, provide guidance, and perform full-service preparation with our software, delivering clear, friendly service and documenting every interaction.

Candidates should have at least 2 years of return experience, a valid PTIN, and the ability to work a minimum of 20 hours per week from a U.S. location.