Remote Tax Advisor — 1040 Expert

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

Job summary

Intuit, Inc. is seeking a virtual tax professional with experience preparing federal and state returns. You will guide customers through TurboTax products, provide tax explanations, and deliver confident, empathetic support via video and audio tools.

Responsibilities include tax advice, full-service return preparation, product inquiries, and documentation of customer interactions. Training and cross-training may be required; a US residency is needed.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.

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.
• Create high quality customer interactions and document customer interactions.
• Meet company KPI metrics and participate in pilot testing as needed.
• Complete required training and development as determined by the business.
• Willing to leverage government websites and professional resources for accurate answers.
• Troubleshoot tax advice and preparation inquiries per defined procedures.
• Work with customers through video/audio tools professionally and confidently.
• Reside in the United States.

Skills

Communication skills

Customer service

Video/Audio tools

Critical thinking

Problem solving

Research skills

Fast-paced work

Bilingual (English/Spanish)

Education

State licenses/certificates/permits

Tools

Smartlook

PTIN

Job description

Intuit, Inc. is seeking a virtual tax professional with experience preparing federal and state returns. You will guide customers through TurboTax products, provide tax explanations, and deliver confident, empathetic support via video and audio tools.

Responsibilities include tax advice, full-service return preparation, product inquiries, and documentation of customer interactions. Training and cross-training may be required; a US residency is needed.