Remote Tax Advisor: 1040 Expert for Clients

Intuit, Inc.; Berkeley Township (NJ); Remote; USD 31,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a tax‑savvy, customer‑focused individual for a virtual TurboTax support role. You will guide customers through federal and state returns, provide tax explanations, and answer product questions, all via video and remote tools.

The ideal candidate has 2+ years of tax prep experience, active PTIN, and the ability to work at least 20 hours per week. Bilingual English/Spanish is a plus, and licensing requirements may apply.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax preparation software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Must be willing and available to work a minimum of 20 hours per week.

Responsibilities

• This is a virtual, customer-facing role; you will be using our state of the art video communications software to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their tax returns with: Tax advice; Full Service return preparation and signature; Product/software inquiries; Tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and your expertise in tax preparation.
• Utilize government websites, professional resources, and team expertise to deliver the right answer in everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and preparation inquiries.
• Document customer interactions.
• Work toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations, as needed.
• Willing to complete all required training and development as determined by the business.

Skills

Tax preparation

Customer service

Video/remote support

PTIN holder

Bilingual

Licenses eligible

Job description

Intuit, Inc. is seeking a tax‑savvy, customer‑focused individual for a virtual TurboTax support role. You will guide customers through federal and state returns, provide tax explanations, and answer product questions, all via video and remote tools.

The ideal candidate has 2+ years of tax prep experience, active PTIN, and the ability to work at least 20 hours per week. Bilingual English/Spanish is a plus, and licensing requirements may apply.