Remote Tax Specialist: Expert 1040 Prep & Guidance

Intuit, Inc.; Savannah (GA); Remote; USD 30,000 - 39,000; Part time

Job summary

Intuit, Inc. is hiring for a virtual Tax Advisor role focusing on TurboTax customers. You will guide customers through their tax returns, offer tax advice, and perform full-service preparation with clear explanations.

The position emphasizes strong communication, empathy, and accuracy while using our video tools to interact with clients. Candidates should have at least 2 years of federal/state tax return experience, PTIN, and a willingness to work a minimum of 20 hours weekly.

Qualifications

• 2+ years of experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Must be willing and available to work a minimum of 20 hours per week.

Responsibilities

• This is a virtual, customer-facing role; you will be using our state of the art video communications software (Smartlook) to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their tax returns with: Tax advice, Full Service return preparation and signature, Product/software inquiries, Tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and your knowledge in tax preparation.
• Utilize government websites and professional resources to deliver the right answer in everyday language.
• Document customer interactions and meet KPI metrics and Big Bet Goals.
• Participate in pilot tests and training as required.

Skills

Tax preparation

Customer service

Bilingual English/Spanish

Video communication

Tools

Smartlook

Job description

Intuit, Inc. is hiring for a virtual Tax Advisor role focusing on TurboTax customers. You will guide customers through their tax returns, offer tax advice, and perform full-service preparation with clear explanations.

The position emphasizes strong communication, empathy, and accuracy while using our video tools to interact with clients. Candidates should have at least 2 years of federal/state tax return experience, PTIN, and a willingness to work a minimum of 20 hours weekly.