Remote Tax Advisor – 1040 Expert (Virtual)

Intuit, Inc.; Caldwell (OH); Remote; USD 26,000 - 33,000; Part time

Job summary

Intuit, Inc. is hiring for a virtual tax professional to assist TurboTax customers with federal and state tax returns. You will provide expert tax guidance, perform full-service preparation, and help customers understand tax concepts using everyday language.

Role requires 2+ years of recent 1040 experience, active PTIN, and the ability to work at least 20 hours per week from a remote location in the United States. Bilingual English/Spanish is a plus.

Qualifications

• 2+ years of federal and state 1040 tax return prep experience 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.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills and ability to interact via video/audio tools.
• Excellent verbal and written communication skills.
• Critical thinking and problem solving abilities.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; interact with customers using our video communications software (Smartlook).
• Provide tax advice, full service return preparation and signature, and answer product/software questions.
• Document customer interactions and resolve inquiries following defined processes and policies.
• Meet KPIs and support Big Bet goals; participate in pilots and validations as needed.
• Complete required training and development, including compliance and up-skilling.

Skills

Tax prep

Customer service

Video conferencing

Bilingual English/Spanish

Tools

PTIN management

Job description

Intuit, Inc. is hiring for a virtual tax professional to assist TurboTax customers with federal and state tax returns. You will provide expert tax guidance, perform full-service preparation, and help customers understand tax concepts using everyday language.

Role requires 2+ years of recent 1040 experience, active PTIN, and the ability to work at least 20 hours per week from a remote location in the United States. Bilingual English/Spanish is a plus.