Remote Tax Preparer & TurboTax Expert Advisor

Intuit, Inc.; Carmel (IN); Remote; USD 30,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a virtual tax professional to help TurboTax customers complete their tax returns with expert guidance and clear explanations. The role emphasizes high-quality customer interactions, leveraging tax knowledge, and adherence to compliance standards.

Ideal candidates have tax preparation experience, active PTIN, and strong communication skills. The position is remote nationwide, with a competitive compensation package and training requirements.

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 any related State licenses, certificates, permits, or bonds.
• Active PTIN required.
• Working knowledge of Circular 230.

Responsibilities

• Work in a virtual, customer-facing role using video communications to assist customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and troubleshoot tax questions.
• Meet KPI metrics and participate in training and development programs.
• Communicate complex tax concepts in everyday language and maintain customer confidence.

Skills

Tax preparation

Customer service

Communication

Bilingual (English/Spanish)

Education

PTIN

Tools

Smartlook

Job description

Intuit, Inc. is seeking a virtual tax professional to help TurboTax customers complete their tax returns with expert guidance and clear explanations. The role emphasizes high-quality customer interactions, leveraging tax knowledge, and adherence to compliance standards.

Ideal candidates have tax preparation experience, active PTIN, and strong communication skills. The position is remote nationwide, with a competitive compensation package and training requirements.