Remote Tax Advisor — 1040 Expert

Intuit, Inc.; Barco (NC); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit is seeking a highly motivated tax professional for a virtual customer-facing role supporting TurboTax customers. You’ll guide tax preparation, explain terms, and provide expert advice while delivering excellent service.

The position requires 2+ years of federal/state tax prep experience, PTIN, and strong communication skills. Remote, minimal 20 hours/week, with training and performance-based incentives.

Qualifications

• 2+ years of recent federal and state tax return preparation experience.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing and available to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills and professional communication.
• Excellent verbal and written communication skills.
• Bilingual English/Spanish is 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, full service return preparation and signature.
• Answer product/software inquiries and perform tax calculations.
• Create high quality customer interactions with empathy and expertise in tax prep.
• Document customer interactions and meet KPI metrics.
• Participate in trainings, pilots, and experience validations as required.
• Utilize government websites and professional resources to deliver accurate answers.

Skills

Customer service

Communication

Problem solving

Adaptability

Tools

Smartlook

Job description

Intuit is seeking a highly motivated tax professional for a virtual customer-facing role supporting TurboTax customers. You’ll guide tax preparation, explain terms, and provide expert advice while delivering excellent service.

The position requires 2+ years of federal/state tax prep experience, PTIN, and strong communication skills. Remote, minimal 20 hours/week, with training and performance-based incentives.