Remote Tax Advisor - 1040 Expert & Client Support

Intuit, Inc.; Olympia Fields (IL); Remote; USD 29,000 - 37,000; Full time

Job summary

Intuit, Inc. is seeking a qualified tax professional for a fully remote, virtual Tax Associate role focused on TurboTax customers. You will provide expert tax guidance, perform full-service returns, and answer product questions using plain language.

Candidates should have at least 2 years of federal and state return experience, PTIN, and strong communication skills. This position is US-based, with hourly compensation listed by state (including Illinois).

Qualifications

• 2+ years of federal and state individual 1040 tax returns experience for 30+ clients per season.
• Must possess or obtain related State licenses, certificates, permits, or bonds.
• Active PTIN required.
• Working knowledge of Circular 230.

Responsibilities

• This is a virtual, customer-facing role; use our video software 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 empathy and tax expertise.
• Use government sites and resources to find correct answers in everyday language.
• Document customer interactions and meet KPI metrics and initiatives.

Skills

Tax preparation

Customer service

Video communication

Bilingual English/Spanish

Communication tools

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a qualified tax professional for a fully remote, virtual Tax Associate role focused on TurboTax customers. You will provide expert tax guidance, perform full-service returns, and answer product questions using plain language.

Candidates should have at least 2 years of federal and state return experience, PTIN, and strong communication skills. This position is US-based, with hourly compensation listed by state (including Illinois).