Remote Tax Advisor - 1040 Expert for Virtual Returns

Intuit, Inc.

Reading (Berks County)

Remote

USD 26,000 - 39,000

Part time

3 hours ago
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Job summary

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely with tax preparation, guidance, and terminology explanations. You will deliver expert support through video interactions and clear language, helping customers complete their federal and state returns accurately.

Applicants should have tax prep experience, hold or be eligible for PTIN, and be willing to train on Intuit processes. This remote role requires at least 20 hours per week and US residency.

Qualifications

  • 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season using commercial tax prep software.
  • Active PTIN required.
  • Willing to obtain/state licenses, certificates, permits, or bonds as needed.
  • Working knowledge of Circular 230.

Responsibilities

  • This is a virtual, customer-facing role using video interactions to assist TurboTax customers.
  • Provide tax advice, full service return preparation and signature, and product inquiries.
  • Explain tax and technical terms in everyday language to customers.
  • Document customer interactions and meet KPI metrics; participate in pilots and training as needed.

Skills

Customer service
Verbal communication
Written communication
Technology savvy

Tools

Video conferencing software (Smartlook)
TurboTax platform

Job description

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely with tax preparation, guidance, and terminology explanations. You will deliver expert support through video interactions and clear language, helping customers complete their federal and state returns accurately.

Applicants should have tax prep experience, hold or be eligible for PTIN, and be willing to train on Intuit processes. This remote role requires at least 20 hours per week and US residency.

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