Remote Tax Advisor — Virtual Support

Intuit, Inc.; Buffalo (NY); Remote; USD 30,000 - 39,000; Full time

Job summary

Intuit, Inc. seeks a highly motivated Tax Specialist to help TurboTax customers complete their returns remotely from anywhere in the United States. You will provide expert guidance on federal and state returns, explain tax terms, and resolve product questions with clear, friendly communication.

The role relies on empathy, accuracy, and the ability to use video tools and online resources. A strong background in tax preparation, active PTIN, and willingness to complete required training are

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040s for at least 30 clients per season using commercial tax prep software.
• Must possess or be able to obtain related state licenses/certificates/permits/bonds.
• Active PTIN required.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; strong computer skills.
• Strong customer service via video/audio tools in a professional manner.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research, and determination.
• Able to work in a fast-paced environment with minimal supervision.
• Must have a hardwired internet connection meeting Intuit security criteria.
• Bilingual (English/Spanish) a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using our video software to interact with customers.
• Assist TurboTax customers with tax advice, full service returns, product inquiries, and tax calculations.
• Create high quality interactions with empathy and tax knowledge.
• Use government sites and resources to deliver accurate answers in plain language.
• Follow procedures to resolve tax advice and preparation inquiries.
• Document all customer interactions.
• Aim to meet KPI metrics and Big Bet Goals.
• Participate in pilot tests and experience validations.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Verbal & written comms

Bilingual English/Spanish

Video/Audio communication

Tools

TurboTax

Job description

Intuit, Inc. seeks a highly motivated Tax Specialist to help TurboTax customers complete their returns remotely from anywhere in the United States. You will provide expert guidance on federal and state returns, explain tax terms, and resolve product questions with clear, friendly communication.

The role relies on empathy, accuracy, and the ability to use video tools and online resources. A strong background in tax preparation, active PTIN, and willingness to complete required training are