Remote Tax Advisor & 1040 Prep Expert

Intuit, Inc.; Palos Heights (IL); Remote; USD 29,000 - 37,000; Full time

Job summary

Intuit, Inc. is seeking a customer-focused tax professional to support TurboTax customers in a virtual environment. You’ll provide tax guidance, assist with return preparation, and explain complex tax terms using everyday language.

The role emphasizes strong communication, deep tax knowledge, and the ability to work with video and audio tools while meeting performance KPIs. Remote work and training are included.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.

Responsibilities

• This is a virtual, customer-facing role; you will use Smartlook to interact with customers.
• Help TurboTax customers with tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions using empathy and expertise in tax preparation.
• Document customer interactions and work toward KPIs and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations; complete required training and development.

Skills

Tax preparation

Customer service

Bilingual EN/ES

Video/Audio tools

Tools

Smartlook

Job description

Intuit, Inc. is seeking a customer-focused tax professional to support TurboTax customers in a virtual environment. You’ll provide tax guidance, assist with return preparation, and explain complex tax terms using everyday language.

The role emphasizes strong communication, deep tax knowledge, and the ability to work with video and audio tools while meeting performance KPIs. Remote work and training are included.