Remote Tax Preparer & Client Advisor

Intuit, Inc.; Cartersville (GA); Remote; USD 25,000 - 33,000; Part time

Job summary

Intuit, Inc. is seeking a motivated tax preparer to support TurboTax customers in a virtual role. You will provide expert tax guidance, prepare returns, and handle product inquiries with clear, customer-friendly explanations.

The position requires 2+ years of federal/state return experience, active PTIN, and the ability to work at least 20 hours per week. A dedicated internet connection and bilingual skills are a plus.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willingness to work a minimum of 20 hours per week.
• Proficient with technology; solid computer operations and software.
• Strong customer service skills for video/audio interactions.
• Excellent verbal and written communication skills.
• Critical thinking and problem solving.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have (or be willing to obtain) a dedicated hardwired internet connection that meets Intuit Security criteria.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using our video communications software to interact with customers.
• Help TurboTax customers with tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions with empathy and tax expertise.
• Document customer interactions.
• Meet KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations.
• Complete required training and development as determined by the business.

Skills

Customer service

Verbal communication

Written communication

Critical thinking

Problem solving

Research skills

Bilingual English/Spanish

Tools

Smartlook

Job description

Intuit, Inc. is seeking a motivated tax preparer to support TurboTax customers in a virtual role. You will provide expert tax guidance, prepare returns, and handle product inquiries with clear, customer-friendly explanations.

The position requires 2+ years of federal/state return experience, active PTIN, and the ability to work at least 20 hours per week. A dedicated internet connection and bilingual skills are a plus.