Remote Tax Advisor: 1040 Expert & Customer Champion

Intuit, Inc.; Mesa (AZ); Remote; USD 30,000 - 39,000; Part time

Benefits offered by this job

Bonus eligible

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a motivated tax-preparation specialist for a remote, customer-facing role. You will guide customers through their federal and state 1040 returns, using TurboTax products to deliver accurate, clear explanations and efficient service.

Responsibilities include providing tax advice, performing full-service returns, and answering product questions via video interactions. APTIN and knowledge of Circular 230 are preferred, with training and KPI targets provided.

Qualifications

• 2+ years of federal and state individual 1040 tax return preparation for at least 30 clients per season with compensation.
• Active PTIN (Preparer Tax Identification Number) or ability to obtain one.
• Working knowledge of Circular 230 and tax regulations.
• Willingness to work a minimum of 20 hours per week.
• Proficient with technology and video/audio tools for customer interaction.

Responsibilities

• Interact with customers virtually using video communications software to provide tax guidance and support.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and ensure adherence to procedures and policies.
• Meet KPI metrics and participate in training and pilot programs as required.

Skills

Tax preparation

Customer service

Communication

Bilingual EN/ES

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a motivated tax-preparation specialist for a remote, customer-facing role. You will guide customers through their federal and state 1040 returns, using TurboTax products to deliver accurate, clear explanations and efficient service.

Responsibilities include providing tax advice, performing full-service returns, and answering product questions via video interactions. APTIN and knowledge of Circular 230 are preferred, with training and KPI targets provided.