Remote Tax Advisor — 1040 Expert

Intuit, Inc.; Fort Collins (CO); Remote; USD 29,000 - 37,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit is seeking a tax professional to assist TurboTax customers remotely in preparing federal and state returns. This role focuses on delivering expert guidance, clear explanations of tax terms, and a high-quality customer experience through video interactions.

Requirements include prior tax prep experience, active PTIN, and the ability to work at least 20 hours per week. Bilingual English/Spanish is a plus. Candidates must reside in the United States.

Qualifications

• Minimum 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season.
• Must possess or obtain state licenses, certificates, permits, or bonds.
• Active PTIN (Preparer Tax Identification Number).
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and tax software.
• Strong customer service skills and ability to interact via video/audio tools.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsibilities

• Provide tax guidance, full-service return preparation and signature via virtual interface.
• Interact with customers using our video communications software.
• Document customer interactions and follow defined procedures.
• Meet KPI metrics and participate in pilots and trainings.
• Resolve tax questions using government websites and professional resources.

Skills

Customer service

Verbal and written communication

Bilingual (English/Spanish)

Education

PTIN

Circular 230

Tools

Tax software

Job description

Intuit is seeking a tax professional to assist TurboTax customers remotely in preparing federal and state returns. This role focuses on delivering expert guidance, clear explanations of tax terms, and a high-quality customer experience through video interactions.

Requirements include prior tax prep experience, active PTIN, and the ability to work at least 20 hours per week. Bilingual English/Spanish is a plus. Candidates must reside in the United States.