Remote Tax Advisor: 1040 Expert for Individuals

Intuit, Inc.; Los Gatos (CA); Remote; USD 30,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a virtual tax professional to help TurboTax customers with tax preparation and guidance. You will assist with tax returns, explain tax terms, and ensure customer confidence through expert knowledge and clear language.

Requirements include 2+ years of federal/state 1040 preparation, PTIN, and strong communication skills. Candidates must reside in the United States and have reliable internet access.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season using commercial tax preparation software.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.

Responsibilities

• Virtual, customer-facing role using video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product/software inquiries.
• Document customer interactions and resolve tax advice and preparation inquiries.
• Meet KPI metrics and participate in pilot tests and training as required.

Skills

Tax preparation

Customer service

Bilingual English/Spanish

Video communications

Education

PTIN

State licenses

Circular 230 knowledge

Tools

Tax software

Smartlook

Job description

Intuit, Inc. is seeking a virtual tax professional to help TurboTax customers with tax preparation and guidance. You will assist with tax returns, explain tax terms, and ensure customer confidence through expert knowledge and clear language.

Requirements include 2+ years of federal/state 1040 preparation, PTIN, and strong communication skills. Candidates must reside in the United States and have reliable internet access.