Remote Tax Advisor — 1040 Expert & Client Support

Intuit, Inc.; Boulder (CO); Remote; USD 29,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a tax-preparation professional for a virtual, customer-facing role that helps TurboTax customers complete their returns with guidance and explanations of tax terms.

You will interact via video tools to provide accurate advice and perform full-service returns while delivering excellent service. Qualifications include 2+ years of federal/state return experience, active PTIN, and ability to work at least 20 hours weekly.

Qualifications

• 2+ years of recent federal/state individual 1040 tax return experience for at least 30 clients per season.
• Must possess or obtain any related State licenses, certificates, permits, or bonds.
• Active PTIN and knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Strong technical proficiency and comfort with video/online tools.
• Excellent verbal and written communication.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Create high-quality customer interactions with empathy and expertise in tax preparation.
• Use government resources and team input to deliver accurate answers in everyday language.
• Document customer interactions and meet KPI metrics and project goals.

Skills

Tax prep

Customer svc

Communication

Bilingual EN/ES

Education

PTIN credential

State license (required / obtainable)

Tools

Smartlook

Job description

Intuit, Inc. is seeking a tax-preparation professional for a virtual, customer-facing role that helps TurboTax customers complete their returns with guidance and explanations of tax terms.

You will interact via video tools to provide accurate advice and perform full-service returns while delivering excellent service. Qualifications include 2+ years of federal/state return experience, active PTIN, and ability to work at least 20 hours weekly.