Remote Tax Advisor & Virtual Prep Specialist

Intuit, Inc.; Tyler (TX); Remote; USD 26,000 - 39,000; Full time

Benefits offered by this job

Bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. seeks a Tax Expert to assist TurboTax customers with federal and state returns in a virtual, customer-facing role.

You will provide tax guidance, perform full-service returns, explain tax terms, and ensure high-quality customer experiences while adhering to policies. The role requires 2+ years of 1040 preparation experience, active PTIN, state licenses or ability to obtain, and strong communication skills.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for 30+ clients per season.
• Active PTIN and ability to obtain state licenses/certificates.
• Willingness to work minimum 20 hours per week.
• Proficient with technology and software; strong communication skills.
• Bilingual English/Spanish a plus; resides in the United States.

Responsibilities

• Provide tax advice and full service return preparation and signature.
• Interact with customers virtually using video/audio tools.
• Document customer interactions and resolve inquiries per policies.
• Meet KPI metrics and participate in training and pilot projects.

Skills

Tax preparation

Customer service

Verbal and written communication

Bilingual (English/Spanish)

Tech-savvy

Education

State licenses / certificates for tax preparer

Tools

TurboTax software

Video communications software (Smartlook)

Job description

Intuit, Inc. seeks a Tax Expert to assist TurboTax customers with federal and state returns in a virtual, customer-facing role.

You will provide tax guidance, perform full-service returns, explain tax terms, and ensure high-quality customer experiences while adhering to policies. The role requires 2+ years of 1040 preparation experience, active PTIN, state licenses or ability to obtain, and strong communication skills.