Remote Tax Advisor

Intuit, Inc.; Moreno Valley (CA); Remote; USD 31,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a motivated tax professional to assist customers remotely with TurboTax tax preparation and guidance. You will deliver expert tax explanations using video interactions and ensure accurate, compliant returns. The role emphasizes customer empathy, clear communication, and adherence to program procedures.

Qualified candidates have 2+ years in tax prep, active PTIN, and the ability to work at least 20 hours weekly from the United States. Bilingual English/Spanish is a plus.

Qualifications

• 2+ years of federal and state 1040 tax returns for at least 30 clients per season.
• Must hold or obtain State licenses, certificates, permits, or bonds.
• Active PTIN required.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and tax software.
• Strong customer service using video/audio tools.
• Excellent verbal and written communication.
• Ability to work in a fast-paced environment with minimal supervision.
• Dedicated hardwired internet connection meeting Intuit security criteria.
• English/Spanish bilingual a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will use our video communications software to interact with customers.
• Provide tax advice, full-service return preparation and signature for TurboTax customers.
• Answer product/software inquiries and perform tax calculations.
• Create high-quality customer interactions and experiences using deep tax knowledge and empathy.
• Document customer interactions and follow defined procedures.
• Meet KPIs and participate in pilots, projects, and training as needed.

Skills

Customer service

Verbal and written communication

Bilingual English/Spanish

Critical thinking

Tech-savvy

Education

PTIN

State licenses/certificates

Tools

TurboTax software

Video/communication tools (Smartlook)

Job description

Intuit, Inc. is seeking a motivated tax professional to assist customers remotely with TurboTax tax preparation and guidance. You will deliver expert tax explanations using video interactions and ensure accurate, compliant returns. The role emphasizes customer empathy, clear communication, and adherence to program procedures.

Qualified candidates have 2+ years in tax prep, active PTIN, and the ability to work at least 20 hours weekly from the United States. Bilingual English/Spanish is a plus.