Remote Tax Prep & Advisory Specialist

Intuit, Inc.; Newark (NJ); Remote; USD 30,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional for a virtual, customer-facing role. You will assist TurboTax customers with tax preparation, guidance on tax terms, and explanations using our video communications tools.

The position emphasizes delivering confident, empathetic customer service and accurate tax support. You will complete required trainings, collaborate with teams, and contribute to KPI targets while helping customers navigate federal and state returns and related

Qualifications

• 2+ years of recent federal/state 1040 tax return experience.
• Serves at least 30 clients per season.
• Experience using commercial tax preparation software.
• State licenses, certificates, permits, or bonds as required.
• Active PTIN required.
• Circular 230 knowledge.
• Willing to work a minimum of 20 hours per week.
• Strong technology proficiency.
• Excellent verbal and written communication.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• Interact with customers via video communications software.
• Provide tax advice and full service return preparation.
• Address product/software inquiries and tax calculations.
• Document customer interactions and meet KPIs.
• Participate in training and development as required.
• Work with government resources to deliver accurate tax information.
• Troubleshoot and resolve tax questions per company policies.

Skills

Tax preparation

Customer service

Video/phone support

Communication

Research

Education

PTIN credential

Tools

Smartlook

TurboTax product knowledge

Job description

Intuit, Inc. is seeking a highly motivated tax professional for a virtual, customer-facing role. You will assist TurboTax customers with tax preparation, guidance on tax terms, and explanations using our video communications tools.

The position emphasizes delivering confident, empathetic customer service and accurate tax support. You will complete required trainings, collaborate with teams, and contribute to KPI targets while helping customers navigate federal and state returns and related