Remote Tax Pro & Advisor

Intuit, Inc.; Minneapolis (MN); Remote; USD 26,000 - 34,000; Full time

Job summary

Intuit, Inc. is seeking a motivated tax-preparation professional for a remote, customer-facing role helping TurboTax customers complete returns and understand tax terms. You will use video tools to guide customers through tax preparation, calculations, and explanations while delivering high-quality experiences.

The role requires 2+ years of federal/state 1040 experience, an active PTIN, and availability to work at least 20 hours weekly. Bilingual English/Spanish is advantageous.

Qualifications

• 2+ years of experience preparing federal and state individual 1040 returns for at least 30 clients per season.
• Active PTIN and ability to obtain state licenses/certificates/bonds as required.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and video/communication tools.
• Strong written and verbal communication skills in English; Spanish a plus.

Responsibilities

• This is a virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and answer product questions.
• Document customer interactions and resolve inquiries per company policy.
• Meet KPIs and participate in pilots and experience validations.
• Complete required training and development as directed.

Skills

Customer service

Tax preparation

Bilingual English/Spanish

Tools

Smartlook

Tax software

Job description

Intuit, Inc. is seeking a motivated tax-preparation professional for a remote, customer-facing role helping TurboTax customers complete returns and understand tax terms. You will use video tools to guide customers through tax preparation, calculations, and explanations while delivering high-quality experiences.

The role requires 2+ years of federal/state 1040 experience, an active PTIN, and availability to work at least 20 hours weekly. Bilingual English/Spanish is advantageous.