Remote Tax Pro & Client Advisor

Intuit, Inc.; Newark (OH); Remote; USD 26,000 - 34,000; Part time

Job summary

Intuit, Inc. seeks a tax professional for a virtual, customer-facing role helping clients complete federal and state 1040 returns with TurboTax products.

You will provide tax advice, explain terms clearly, and ensure accurate, compliant filings from a remote setting across the United States. Ideal candidates have 2+ years of recent tax prep experience, active PTIN, state licenses, and strong communication skills.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns.
• Must possess or be able to obtain related state licenses or permits.
• Active PTIN required.
• Working knowledge of Circular 230.
• Willing to work at least 20 hours per week.
• Proficient with technology and software.
• Strong verbal and written communication skills.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using Smartlook to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Explain tax terms in everyday language and use official resources to find the right answer.
• Document customer interactions and meet KPI metrics.
• Complete required training and development as determined by the business.

Skills

Tax prep

Customer service

Communication

Video tools

Bilingual EN/SP

Education

State licenses / permits

PTIN holder

Tools

Smartlook

Tax software

Job description

Intuit, Inc. seeks a tax professional for a virtual, customer-facing role helping clients complete federal and state 1040 returns with TurboTax products.

You will provide tax advice, explain terms clearly, and ensure accurate, compliant filings from a remote setting across the United States. Ideal candidates have 2+ years of recent tax prep experience, active PTIN, state licenses, and strong communication skills.