Remote Tax Advisor & 1040 Expert (Virtual)

Intuit, Inc.; Lansing (MI); Remote; USD 28,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. seeks a motivated tax professional with TurboTax experience to assist customers remotely in completing federal and state returns. You will explain tax terms, provide guidance, and support full-service preparation and signatures.

The role emphasizes customer delight and brand empowerment through clear communication and efficient service. You will work in a fast-paced, remote environment, using video tools to interact with customers, handle questions, and ensure accurate tax

Qualifications

• Minimum 2 years of recent federal/state 1040 tax return preparation for at least 30 clients per season.
• Must possess or obtain State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Available to work a minimum of 20 hours per week.
• Proficient with technology and tax software.

Responsibilities

• This is a virtual, customer-facing role using video software to interact with customers.
• Provide tax advice and assist with full-service returns and signatures.
• Answer product and software questions and perform tax calculations.
• Create high-quality interactions using empathy and tax expertise.
• Document interactions and work toward KPI metrics and project goals.
• Complete required training and development as directed by the business.

Skills

Customer service

Verbal communication

Written communication

Problem solving

Technical proficiency

Education

PTIN possession

State licenses or certificates

Circular 230 knowledge

Tools

TurboTax

Video conferencing software (Smartlook)

Job description

Intuit, Inc. seeks a motivated tax professional with TurboTax experience to assist customers remotely in completing federal and state returns. You will explain tax terms, provide guidance, and support full-service preparation and signatures.

The role emphasizes customer delight and brand empowerment through clear communication and efficient service. You will work in a fast-paced, remote environment, using video tools to interact with customers, handle questions, and ensure accurate tax