Remote Tax Advisor – 1040 Expert for TurboTax

Intuit, Inc.; Columbia (SC); Remote; USD 26,000 - 39,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Job summary

Intuit, Inc. is seeking a part-time, remote Tax Expert to help customers complete federal and state returns using TurboTax. You will guide clients through tax preparation, provide explanations of tax terms, and respond to product questions via video interactions.

The role emphasizes high-quality customer interactions, adherence to policies, and ongoing training to stay compliant and proficient. Strong communication and problem-solving are essential.

Qualifications

• 2+ years of federal/state 1040 preparation for at least 30 clients per season.
• Active PTIN and state licenses/certs.
• Working knowledge of Circular 230.
• Willing to work at least 20 hours per week.
• Bilingual English/Spanish a plus.

Responsibilities

• Assist TurboTax customers via virtual video calls.
• Provide tax advice, full-service tax preparation, and product inquiries.
• Document customer interactions and outcomes.
• Meet defined KPI metrics and participate in training as required.
• Represent the Intuit brand with professional, empathetic service.

Skills

Customer service

Video/Audio tools

Communication skills

Problem solving

Fast-paced environment

Bilingual English/Spanish

PTIN knowledge

Remote work readiness

Tools

Tax preparation software

Job description

Intuit, Inc. is seeking a part-time, remote Tax Expert to help customers complete federal and state returns using TurboTax. You will guide clients through tax preparation, provide explanations of tax terms, and respond to product questions via video interactions.

The role emphasizes high-quality customer interactions, adherence to policies, and ongoing training to stay compliant and proficient. Strong communication and problem-solving are essential.