Remote Tax Expert & Client Advisor

Intuit, Inc.; Atlanta (GA); Remote; USD 28,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a motivated tax professional to assist customers with preparing federal and state individual 1040 returns using TurboTax products.

The role emphasizes clear communication, tax guidance, and accurate return preparation in a virtual, customer-facing setting. Candidates should have 2+ years of recent tax preparation experience, active PTIN, and the ability to work at least 20 hours per week.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season using commercial software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing and able to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Excellent verbal and written communication skills
• Critical thinking and problem solving abilities.
• Ability to work in a fast-paced environment with minimal supervision.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers using our video communications software.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Calculate taxes and explain tax terminology in everyday language.
• Document customer interactions and meet KPIs and business goals.
• Participate in training, pilots, and projects as needed.

Skills

Tax preparation experience

Communication skills

Customer service

Bilingual English/Spanish

Job description

Intuit, Inc. is seeking a motivated tax professional to assist customers with preparing federal and state individual 1040 returns using TurboTax products.

The role emphasizes clear communication, tax guidance, and accurate return preparation in a virtual, customer-facing setting. Candidates should have 2+ years of recent tax preparation experience, active PTIN, and the ability to work at least 20 hours per week.