Remote Tax Advisor: 1040 Expert for Virtual Returns

Intuit, Inc.; Monroe (MI); Remote; USD 26,000 - 39,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a proactive tax professional to assist TurboTax customers remotely with tax preparation, explanations of tax terms, and guidance.

You will use advanced video tools to interact with clients, deliver accurate tax advice, and ensure smooth completion of returns while maintaining high customer satisfaction. The role requires at least 2 years of recent tax preparation experience, PTIN, and knowledge of Circular 230.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Must reside in the United States.
• Willingness to work a minimum of 20 hours per week.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers using our video communications software.
• Provide tax advice, full service return preparation and signature, product/ software inquiries, and tax calculations.
• Create high quality customer interactions with empathy and tax expertise.
• Document customer interactions and adhere to procedures to resolve inquiries.
• Support training and development as required by the business.

Skills

Customer service

Verbal & written communication

Bilingual English/Spanish (a plus)

Problem solving

Job description

Intuit, Inc. is seeking a proactive tax professional to assist TurboTax customers remotely with tax preparation, explanations of tax terms, and guidance.

You will use advanced video tools to interact with clients, deliver accurate tax advice, and ensure smooth completion of returns while maintaining high customer satisfaction. The role requires at least 2 years of recent tax preparation experience, PTIN, and knowledge of Circular 230.