Remote TurboTax Tax Advisor & Prep Specialist

Intuit, Inc.; Roswell (GA); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a tax professional for a virtual, customer-facing role to help customers complete their taxes using TurboTax products. You will provide expert guidance, tax preparation, and explanations of tax terms, while delivering high-quality customer experiences.

Responsibilities include delivering tax advice, full-service return preparation, and documenting interactions. A minimum of 20 hours per week, active PTIN, and strong communication skills are required; bilingual

Qualifications

• 2+ years of experience preparing federal and state 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.
• Active PTIN required.
• Willingness to work minimum 20 hours per week.
• Bilingual English/Spanish a plus.

Responsibilities

• This is a virtual, customer-facing role using Smartlook to interact with customers.
• Provide tax advice and full-service return preparation and signature.
• Explain tax terms and answer product/software questions.
• Document customer interactions and apply company policies.
• Meet KPI metrics and participate in trainings and initiatives.

Skills

Tax knowledge

Customer service

Video communication

Tools

Smartlook

Job description

Intuit, Inc. is seeking a tax professional for a virtual, customer-facing role to help customers complete their taxes using TurboTax products. You will provide expert guidance, tax preparation, and explanations of tax terms, while delivering high-quality customer experiences.

Responsibilities include delivering tax advice, full-service return preparation, and documenting interactions. A minimum of 20 hours per week, active PTIN, and strong communication skills are required; bilingual