Remote Tax Advisor — 1040 Expert for Clients

Intuit, Inc.; Traverse City (MI); Remote; USD 29,000 - 39,000; Part time

Job summary

Intuit is seeking a tax professional for a virtual, customer-facing role helping TurboTax customers complete federal and state returns. You will provide tax guidance, perform full service return preparation, and answer product questions using clear, everyday language.

The position requires 2+ years of tax preparation experience, active PTIN, and the ability to work at least 20 hours per week. Remote work from the United States, with bilingual English/Spanish being a plus.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season.
• Must possess or be able to obtain related state licenses, certificates, permits, or bonds.
• Active PTIN required.
• Working knowledge of Circular 230.
• Willing to work minimum 20 hours per week.
• Proficient with technology and computer software.
• Strong customer service skills for video/audio interactions.
• Excellent verbal and written communication.
• Ability to work in fast-paced environment with minimal supervision.
• Willing to obtain dedicated hardwired internet connection.
• English/Spanish bilingual is a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using our video communications software to interact with customers.
• Help TurboTax customers with tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and resolve tax advice questions using defined procedures.
• Meet company KPI metrics and participate in pilots and experience validations.
• Complete required training and development as determined by the business.

Skills

Tax preparation experience

Customer service

Verbal and written communication

Bilingual English/Spanish

Job description

Intuit is seeking a tax professional for a virtual, customer-facing role helping TurboTax customers complete federal and state returns. You will provide tax guidance, perform full service return preparation, and answer product questions using clear, everyday language.

The position requires 2+ years of tax preparation experience, active PTIN, and the ability to work at least 20 hours per week. Remote work from the United States, with bilingual English/Spanish being a plus.