Remote Tax Specialist (TurboTax Expert & Client Advisor)

Intuit, Inc.; Gilbert (AZ); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a tax preparer for a virtual, customer-facing role supporting TurboTax customers. You will provide expert guidance on tax preparation and explain complex terms clearly while delivering high-quality customer experiences.

The ideal candidate has 2+ years of federal/state individual 1040 prep experience, holds a PTIN, and can work at least 20 hours weekly with a reliable hardwired internet connection. Bilingual English/Spanish is a plus.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial software.
• Must possess or be able to obtain related state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Must be willing to work a minimum of 20 hours per week.

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 document customer interactions.
• Meet KPIs and participate in pilot testing and trainings as required.
• Troubleshoot and resolve customer tax questions using defined procedures and resources.
• Work from a dedicated, hardwired internet connection that meets security criteria.

Skills

Tax preparation

Customer service

Bilingual English/Spanish

Video/Audio communication

Tools

Smartlook

Job description

Intuit, Inc. is seeking a tax preparer for a virtual, customer-facing role supporting TurboTax customers. You will provide expert guidance on tax preparation and explain complex terms clearly while delivering high-quality customer experiences.

The ideal candidate has 2+ years of federal/state individual 1040 prep experience, holds a PTIN, and can work at least 20 hours weekly with a reliable hardwired internet connection. Bilingual English/Spanish is a plus.