Remote Tax Advisor: 1040 Expert for Clients

Intuit, Inc.; Mooresville (NC); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. seeks a motivated tax professional to assist customers with tax preparation and guidance via a virtual, video-based platform. The role emphasizes clear explanations of tax terms, accuracy, and empathetic service while supporting TurboTax users.

Responsibilities include handling federal/state returns, answering product questions, and ensuring compliant, high-quality customer experiences. Training and compliance requirements apply, with a focus on meeting performance metrics.

Qualifications

• 2+ years experience preparing federal and state individual 1040 returns for at least 30 clients per season with compensation.
• Must possess or obtain state licenses/certificates/permits/bonds as required.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work minimum 20 hours per week.
• Proficient with technology; solid computer skills.

Responsibilities

• This is a virtual, customer-facing role using Smartlook video software to interact with customers.
• Provide tax advice, full service return preparation and signatures, product questions, and taxa calculations.
• Create high quality customer interactions using empathy and tax expertise.
• Leverage government sites and resources to provide accurate answers in plain language.
• Apply company procedures to resolve tax advice and preparation inquiries.
• Document customer interactions and meet KPI metrics and Big Bet Goals.
• Participate in pilot tests and training as required.

Skills

Tax preparation software

PTIN requirement

Circular 230 knowledge

Technology proficiency

Bilingual English/Spanish (nice to h"

Job description

Intuit, Inc. seeks a motivated tax professional to assist customers with tax preparation and guidance via a virtual, video-based platform. The role emphasizes clear explanations of tax terms, accuracy, and empathetic service while supporting TurboTax users.

Responsibilities include handling federal/state returns, answering product questions, and ensuring compliant, high-quality customer experiences. Training and compliance requirements apply, with a focus on meeting performance metrics.