Remote Tax Pro & Advisor

Intuit, Inc.; Pleasant Hill (CA); Remote; USD 31,000 - 39,000; Full time

Job summary

Intuit, Inc. seeks a tax-preparation professional for a virtual, customer-facing role assisting taxpayers using TurboTax products. You’ll deliver expert guidance, handle full service returns, and explain tax concepts clearly while upholding brand standards.

Required are 2+ years of federal/state tax prep experience, PTIN, and strong communication. Remote work with US residence and minimum 20 hours/week. Training and compliance are provided.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 tax returns for at least 30 clients per season.
• Must possess or obtain related State licenses, certificates, permits, or bonds.
• Active PTIN required.
• Knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and software.
• Strong customer service and communication skills.
• Excellent verbal and written communication.
• Critical thinking and problem solving abilities.
• Ability to work in fast-paced environment with minimal supervision.
• Dedicated hardwired internet connection meeting security criteria.
• English/Spanish bilingual a plus.
• Must reside in the United States.

Responsibilities

• Assist customers with tax preparation via virtual video interactions.
• Provide tax advice, full service return prep and signature, and product inquiries.
• Document customer interactions and manage inquiries per policies.
• Meet KPIs and participate in pilots and trainings.

Skills

Tax preparation

Customer service

Communication

Problem solving

Stable internet

Bilingual (English/Spanish)

Tech proficiency

PTIN

Circular 230

Part-time availability

Education

State licenses / certifications

PTIN possession

Tools

TurboTax software

Job description

Intuit, Inc. seeks a tax-preparation professional for a virtual, customer-facing role assisting taxpayers using TurboTax products. You’ll deliver expert guidance, handle full service returns, and explain tax concepts clearly while upholding brand standards.

Required are 2+ years of federal/state tax prep experience, PTIN, and strong communication. Remote work with US residence and minimum 20 hours/week. Training and compliance are provided.