Remote Tax Advisor - 1040 Expert Support

Intuit, Inc.; Albany (GA); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. seeks a tax professional to help customers complete federal and state tax returns through TurboTax in a fully remote setting. You will provide expert guidance, explanations of tax terms, and exceptional customer service while using our video tools.

Requirements include 2+ years of 1040 experience, PTIN, strong communication skills, and willingness to train. Telework in the United States is supported, with a performance-driven pay structure.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Active PTIN and ability to obtain state licenses if required.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and computer software.
• Strong customer service and communication skills.
• Reside in the United States.
• Bilingual English/Spanish is a plus.

Responsibilities

• Assist customers virtually to complete tax returns using TurboTax and related tools.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and meet KPI metrics while delivering high-quality experiences.
• Participate in required training, policy adherence, and compliance programs.

Skills

Customer service

Video communication

Bilingual English/Spanish

Verbal and written communication

Critical thinking

Tools

TurboTax

Smartlook

Video communications software

Job description

Intuit, Inc. seeks a tax professional to help customers complete federal and state tax returns through TurboTax in a fully remote setting. You will provide expert guidance, explanations of tax terms, and exceptional customer service while using our video tools.

Requirements include 2+ years of 1040 experience, PTIN, strong communication skills, and willingness to train. Telework in the United States is supported, with a performance-driven pay structure.