Remote Tax Advisor (1040 Expert)

Intuit, Inc.; Norwalk (CT); Remote; USD 31,000 - 39,000; Full time

Job summary

Intuit is seeking a tax-preparation professional for a fully remote, virtual role. You will guide customers through their TurboTax returns, offering tax explanations, and support, using state-of-the-art video tools.

You should have strong customer service skills and be comfortable with technology and tax software. Requirements include 2+ years of 1040 prep experience, active PTIN, and willingness to work at least 20 hours per week.

Qualifications

• 2+ years of federal and state individual 1040 tax return prep experience.
• Active PTIN (or ability to obtain).
• Working knowledge of Circular 230.
• Willing and able to work a minimum of 20 hours per week.
• Proficient with technology and tax software.
• Bilingual English/Spanish is a plus.

Responsibilities

• Interact with customers virtually using video; provide tax guidance and explanations.
• Assist with full service return preparation and signature.
• Answer product/software inquiries and perform tax calculations.
• Document customer interactions and maintain CRM quality.

Skills

Tax prep

Customer service

Bilingual English/Spanish

Job description

Intuit is seeking a tax-preparation professional for a fully remote, virtual role. You will guide customers through their TurboTax returns, offering tax explanations, and support, using state-of-the-art video tools.

You should have strong customer service skills and be comfortable with technology and tax software. Requirements include 2+ years of 1040 prep experience, active PTIN, and willingness to work at least 20 hours per week.