Remote Tax Advisor — 1040 Expert for Returns

Intuit, Inc.; New Haven (CT); Remote; USD 29,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a motivated tax professional to assist customers using TurboTax products in a fully remote, customer-facing role. You will provide expert tax guidance, prep returns, and explain tax terms with empathy and clarity.

The position requires 2+ years of federal and state 1040 experience, an active PTIN, and strong communication skills. Must reside in the United States and be able to work at least 20 hours per week from home.

Qualifications

• 2+ years of federal and state 1040 tax return preparation for at least 30 clients per season.
• Must possess or obtain state licenses, certificates, permits, or bonds.
• Must have an active PTIN.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and software.

Responsibilities

• This is a virtual, customer-facing role using Smartlook to interact with customers.
• Provide tax advice, full service return preparation and signature.
• Answer product/software inquiries and tax calculations.
• Document customer interactions and meet KPI metrics.
• Participate in training and development as required.

Skills

Tax preparation experience

Customer service

Bilingual English/Spanish (a plus)

Video/audio interaction

Technology proficient

Tools

TurboTax software

Smartlook video software

Job description

Intuit, Inc. is seeking a motivated tax professional to assist customers using TurboTax products in a fully remote, customer-facing role. You will provide expert tax guidance, prep returns, and explain tax terms with empathy and clarity.

The position requires 2+ years of federal and state 1040 experience, an active PTIN, and strong communication skills. Must reside in the United States and be able to work at least 20 hours per week from home.