Remote Tax Prep Expert & Advisor

Intuit, Inc.; Gainesville (GA); Remote; USD 29,000 - 39,000; Full time

Job summary

Intuit, Inc. seeks a virtual tax professional to assist customers in completing federal and state tax returns using TurboTax products. You will deliver expert tax guidance, prepare returns, and explain complex tax terms in everyday language.

Candidates should have 2+ years of tax prep experience, a PTIN, strong communication skills, and the ability to work at least 20 hours per week in a remote U.S.-based role. Bilingual English/Spanish is a plus.

Qualifications

• 2+ years of federal and state individual 1040 tax returns experience for at least 30 clients per season using commercial software.
• Must possess or be able to obtain state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers using video communications software.
• Provide tax advice, full service return preparation and signature, and respond to product inquiries.
• Document customer interactions and strive to meet KPI metrics and goals.
• Participate in pilot testing, projects, and trainings as required.

Skills

Tax preparation

Customer service

English/Spanish bilingual

PTIN holder

Video/telecommunication

Tech savvy

Job description

Intuit, Inc. seeks a virtual tax professional to assist customers in completing federal and state tax returns using TurboTax products. You will deliver expert tax guidance, prepare returns, and explain complex tax terms in everyday language.

Candidates should have 2+ years of tax prep experience, a PTIN, strong communication skills, and the ability to work at least 20 hours per week in a remote U.S.-based role. Bilingual English/Spanish is a plus.