Remote Tax Prep Specialist & Virtual Client Advisor

Intuit, Inc.; Portland (ME); Remote; USD 26,000 - 34,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a tax preparation professional with TurboTax experience to assist customers remotely in completing their federal and state returns.

You will provide expert guidance, explain tax terms, and help with calculations and signatures as part of a virtual service team. This flexible, part-time role requires 20+ hours per week, active PTIN, state licenses, and a hardwired internet connection.

Qualifications

• 2+ years tax return prep experience (federal & state 1040) for at least 30 clients per season using tax software.
• Must possess or obtain related State licenses, certificates, permits, or bonds.
• Active PTIN required.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; solid computer skills.
• Strong customer service skills via video/audio tools.
• Excellent verbal and written communication.
• Critical thinking, problem solving, research skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Dedicated 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; you will interact with customers using video communications.
• Provide tax advice and full service return preparation and signature.
• Answer product/software inquiries and tax calculations.
• Create high quality customer interactions with empathy and expertise.
• Document customer interactions and resolve inquiries.
• Meet KPI metrics and participate in pilots and tests.
• Complete required trainings and development as required by the business.

Skills

Customer service

Verbal and written communication

Critical thinking

Problem solving

Fast-paced environment

Technology proficiency

English/Spanish bilingual (a plus)

Education

State licenses/certificates/permits/bonds

Tools

PTIN

Circular 230

Job description

Intuit, Inc. is seeking a tax preparation professional with TurboTax experience to assist customers remotely in completing their federal and state returns.

You will provide expert guidance, explain tax terms, and help with calculations and signatures as part of a virtual service team. This flexible, part-time role requires 20+ hours per week, active PTIN, state licenses, and a hardwired internet connection.