Remote Tax Specialist & Customer Advisor

Intuit, Inc.; Tempe (AZ); Remote; USD 32,000 - 39,000; Full time

Job summary

Intuit, Inc. in the United States seeks a Tax Preparer to assist TurboTax customers with tax preparation and explanations through virtual interactions. The role emphasizes clear communication, tax knowledge, and reliable service for 20+ hours per week.

Candidates should have a PTIN, potential state licenses, and reside in the United States. Bilingual English/Spanish is a plus, and remote work is supported across multiple regions with competitive compensation.

Qualifications

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

Responsibilities

• This is a virtual, customer-facing role; you will use our video communications software to interact with customers.
• Help TurboTax customers with tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions with empathy and deep tax knowledge.
• Document customer interactions and apply company policies to resolve inquiries.
• Work toward meeting KPI metrics and participate in pilots and validations as needed.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Bilingual EN/ES

PTIN holder

Video support

Job description

Intuit, Inc. in the United States seeks a Tax Preparer to assist TurboTax customers with tax preparation and explanations through virtual interactions. The role emphasizes clear communication, tax knowledge, and reliable service for 20+ hours per week.

Candidates should have a PTIN, potential state licenses, and reside in the United States. Bilingual English/Spanish is a plus, and remote work is supported across multiple regions with competitive compensation.