Remote Tax Advisor & 1040 Expert

Intuit, Inc.; Worcester (MA); Remote; USD 31,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely with tax preparation, advice, and explanations of tax terms.

You will guide clients through the return process, answer questions, and ensure accurate, compliant filings while delivering excellent customer experiences. The position requires recent federal/state tax return experience, PTIN, and ability to work at least 20 hours per week from a home setup meeting security standards.

Qualifications

• 2+ years of federal/state 1040 tax return experience for 30+ clients per season using commercial tax software.
• Must possess or obtain related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing and able to work a minimum of 20 hours per week.
• Proficient with technology; solid computer skills.
• Strong customer service skills with video/audio tools.
• Excellent verbal and written communication.
• Critical thinking, problem solving, and research skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have or be willing to obtain a dedicated hardwired internet connection meeting security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; use video communications software to interact with customers.
• Provide tax advice, full service return preparation and signing, product inquiries, and tax calculations.
• Create high quality customer interactions and experiences showing empathy and expertise in tax preparation.
• Use government sites and resources to find correct answers in everyday language.
• Follow procedures to resolve tax advice and preparation inquiries.
• Document customer interactions and meet KPI targets.
• Participate in pilot tests, projects, and validations as needed.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Video/phone communication

PTIN holder

State licenses

Circular 230

Bilingual (English/Spanish)

Fast-paced environment

Strong IT skills

Residential in the US

Dedicated hardwired internet

Job description

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely with tax preparation, advice, and explanations of tax terms.

You will guide clients through the return process, answer questions, and ensure accurate, compliant filings while delivering excellent customer experiences. The position requires recent federal/state tax return experience, PTIN, and ability to work at least 20 hours per week from a home setup meeting security standards.