Remote Tax Pro & Virtual TurboTax Advisor

Intuit, Inc.; Mooresville (NC); Remote; USD 28,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a tax-preparation specialist for a remote, virtual role to assist customers with federal and state tax returns using TurboTax. You will provide expert guidance, explain tax concepts, and help with full-service returns and signatures.

Strong communication and problem-solving skills are essential, with a focus on customer satisfaction and training participation. The position requires 2+ years of tax prep experience, PTIN, and ability to work at least 20 hours per week.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Active PTIN and ability to obtain state licenses/certificates as required.
• Working knowledge of Circular 230 and tax regulations.

Responsibilities

• Virtual, customer-facing role using video communications to assist customers.
• Provide tax advice, full service return preparation and signature, and respond to product questions.
• Document interactions and work toward KPI metrics and program goals.
• Participate in trainings, cross-training, and compliance activities as needed.

Skills

Tax preparation

Customer service

Communication

Video conferencing

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a tax-preparation specialist for a remote, virtual role to assist customers with federal and state tax returns using TurboTax. You will provide expert guidance, explain tax concepts, and help with full-service returns and signatures.

Strong communication and problem-solving skills are essential, with a focus on customer satisfaction and training participation. The position requires 2+ years of tax prep experience, PTIN, and ability to work at least 20 hours per week.