Remote Tax Advisor

Intuit, Inc.; Colorado Springs (CO); Remote; USD 29,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a motivated tax professional to assist customers with federal and state tax returns through the TurboTax platform. You will provide expert tax guidance, ensure accurate return preparation, and communicate complex tax terms in plain language.

This remote, customer-facing role requires PTIN, state licenses, and strong communication skills. Expect high-quality customer interactions and ongoing training to stay current with tax rules and software features.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax preparation software.
• Must possess or be able to obtain state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computers and software.
• Strong customer service skills with video/audio tools.
• Excellent verbal and written communication skills.
• Critical thinking and problem solving abilities.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have or be willing to obtain a dedicated hardwired internet connection meeting security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using Smartlook to interact with customers.
• Provide tax advice and full service return preparation and signature.
• Answer product/software inquiries and tax calculations.
• Create high quality customer interactions using empathy and tax expertise.
• Use government websites and resources to deliver accurate answers in everyday language.
• Apply company policies to troubleshoot and resolve tax inquiries.
• Document customer interactions.
• Meet KPI metrics and participate in pilots and trainings as needed.
• Complete required training and development as determined by the business.

Skills

Tax preparation experience

Customer service

Verbal and written communication

Critical thinking

Problem solving

Independent work

Technical proficiency

Bilingual English/Spanish

Tools

TurboTax software

Smartlook video software

Job description

Intuit, Inc. is seeking a motivated tax professional to assist customers with federal and state tax returns through the TurboTax platform. You will provide expert tax guidance, ensure accurate return preparation, and communicate complex tax terms in plain language.

This remote, customer-facing role requires PTIN, state licenses, and strong communication skills. Expect high-quality customer interactions and ongoing training to stay current with tax rules and software features.