Remote Tax Advisor - 1040 Expert for Virtual Support

Intuit, Inc.; Moreno Valley (CA); Remote; USD 31,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a tax preparation professional for a virtual, customer-facing role assisting TurboTax customers with tax returns, explanations, and guidance. You will use TurboTax software and Smartlook to connect with clients, deliver accurate results, and document interactions.

The position requires 2+ years of federal and state return prep, a valid PTIN, and strong communication skills. Remote, part-time, 20+ hours weekly; US residents only.

Qualifications

• 2+ years of federal and state 1040 tax return prep for at least 30 clients per season.
• Active PTIN and state licenses or ability to obtain.
• Must reside in the United States and be willing to work a minimum of 20 hours per week.
• Strong verbal and written communication skills; proficient with technology.

Responsibilities

• Interact with customers through video and audio tools to provide tax guidance.
• Perform tax preparation, full service returns, and e-signature processes.
• Answer product/software questions and explain tax concepts in plain language.
• Document customer interactions and meet KPI metrics.

Skills

Tax preparation

Customer service

Video/Audio tools

Bilingual English/Spanish

PTIN holder

Fast-paced environment

US residency required

Tools

TurboTax software

Smartlook

Job description

Intuit, Inc. is seeking a tax preparation professional for a virtual, customer-facing role assisting TurboTax customers with tax returns, explanations, and guidance. You will use TurboTax software and Smartlook to connect with clients, deliver accurate results, and document interactions.

The position requires 2+ years of federal and state return prep, a valid PTIN, and strong communication skills. Remote, part-time, 20+ hours weekly; US residents only.