Remote Tax Specialist & Customer Advisor

Intuit, Inc.; Athens (GA); Remote; USD 31,000 - 39,000; Full time

Benefits offered by this job

Cash bonus eligibility

Equity rewards

Job summary

Intuit, Inc. is seeking a motivated tax professional for a fully remote, customer‑facing role helping TurboTax users complete federal and state returns. You will provide expert tax guidance, perform full service returns, and answer software questions with clear, everyday language.

Training and ongoing development are part of the role. Ideal candidates have 2+ years of tax prep experience, PTIN, and knowledge of Circular 230, and reside in the United States.

Qualifications

• 2+ years preparing federal and state individual 1040s for at least 30 clients per season.
• Must possess or obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing and able to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will use video communications software to interact with customers.
• Provide tax advice and full service return preparation and signature.
• Assist with product/software inquiries and tax calculations.
• Create high quality customer interactions with empathy and expertise in tax preparation.
• Document customer interactions and apply defined procedures to resolve inquiries.
• Work toward meeting KPI metrics and Big Bet Goals; participate in pilots and training as required.

Skills

Tax return prep

Customer service

Video support

Bilingual English/Spanish

TurboTax software

Education

PTIN holder

State license eligibility

Tools

TurboTax

Job description

Intuit, Inc. is seeking a motivated tax professional for a fully remote, customer‑facing role helping TurboTax users complete federal and state returns. You will provide expert tax guidance, perform full service returns, and answer software questions with clear, everyday language.

Training and ongoing development are part of the role. Ideal candidates have 2+ years of tax prep experience, PTIN, and knowledge of Circular 230, and reside in the United States.