Virtual Tax Advisor & Prep Specialist

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

Job summary

Intuit, Inc. seeks a motivated tax professional to help TurboTax customers complete returns and understand tax terms. This remote, client-facing role emphasizes expert guidance and clear communication.

You will assist with tax advice, full service preparation and product inquiries, using our video tools. Collaboration with resources and training ensures compliant, confident support and strong customer outcomes.

Qualifications

• 2+ years of recent federal/state tax returns experience.
• Active PTIN and state licenses/certificates (or ability to obtain).
• Willing to work minimum 20 hours/week and use online tools.

Responsibilities

• This is a virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Create high-quality customer interactions with empathy and tax expertise.
• Guide customers to use government sites and resources to answer questions.
• Follow procedures to troubleshoot and resolve tax questions, document interactions.
• Meet KPI metrics and participate in pilots and training as required.

Skills

Tax preparation

Customer service

Communication

Bilingual English/Spanish

Tools

Smartlook

Job description

Intuit, Inc. seeks a motivated tax professional to help TurboTax customers complete returns and understand tax terms. This remote, client-facing role emphasizes expert guidance and clear communication.

You will assist with tax advice, full service preparation and product inquiries, using our video tools. Collaboration with resources and training ensures compliant, confident support and strong customer outcomes.