Remote Tax Advisor - 1040 Expert & Virtual Support

Intuit, Inc.; McAllen (TX); Remote; USD 31,000 - 52,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a tax professional to help customers complete their federal and state returns using TurboTax products. This remote role emphasizes expert guidance, clear explanations, and high-quality customer interactions in a fast-paced environment.

You will handle tax advice, full-service return preparation, and product inquiries while maintaining strong compliance and customer empathy. Training and KPI-driven goals are part of the role.

Qualifications

• 2+ years of experience preparing federal and state 1040 returns for at least 30 clients per season.
• Must possess or be able to obtain relevant state licenses, certificates, or permits.
• Active PTIN number and working knowledge of Circular 230 required.
• Willing to work a minimum of 20 hours per week; strong tech literacy expected.

Responsibilities

• This is a virtual, customer-facing role using video tools to assist customers.
• Provide tax advice, full service return preparation and signatures, and product inquiries.
• Explain tax concepts in plain language and document customer interactions.
• Follow procedures to troubleshoot inquiries and meet KPI targets.
• Participate in training and development as required by the business.

Skills

Tax preparation experience

1040 returns (federal & state)

Customer service

Bilingual English/Spanish

Job description

Intuit, Inc. is seeking a tax professional to help customers complete their federal and state returns using TurboTax products. This remote role emphasizes expert guidance, clear explanations, and high-quality customer interactions in a fast-paced environment.

You will handle tax advice, full-service return preparation, and product inquiries while maintaining strong compliance and customer empathy. Training and KPI-driven goals are part of the role.