Remote Tax Advisor (1040 Expert)

Intuit, Inc.; Longmont (CO); Remote; USD 29,000 - 37,000; Part time

Job summary

Intuit, Inc. is seeking a tax professional to help TurboTax customers complete federal and state returns remotely. You will provide expert tax guidance, full-service return preparation, and explain tax terms in everyday language.

Ideal candidates have 2+ years of 1040 experience, possess a PTIN, and can work at least 20 hours per week. Strong communication and tech skills are essential; bilingual English/Spanish is a plus.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season for compensation, using commercial tax preparation software.
• Must possess or be able to obtain related 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.

Responsibilities

• This is a virtual, customer-facing role; you will use our video communications software (Smartlook) to interact with customers.
• Provide tax advice, full service return preparation and signature, product/software inquiries, and tax calculations.
• Create high quality customer interactions using deep customer empathy and tax knowledge.
• Utilize government websites and resources to deliver accurate answers in plain language.
• Apply company procedures to troubleshoot and resolve tax inquiries and document customer interactions.
• Work toward meeting KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

PTIN

State licenses

Circular 230

Part-time availability

Tech-savvy

Bilingual (English/Spanish)

Job description

Intuit, Inc. is seeking a tax professional to help TurboTax customers complete federal and state returns remotely. You will provide expert tax guidance, full-service return preparation, and explain tax terms in everyday language.

Ideal candidates have 2+ years of 1040 experience, possess a PTIN, and can work at least 20 hours per week. Strong communication and tech skills are essential; bilingual English/Spanish is a plus.