Remote Tax Advisor - 1040 Prep & Guidance

Intuit, Inc.; Milwaukee (WI); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a virtual Tax Professional to assist TurboTax customers with federal and state returns, tax advice, and explanations of tax terms. This is a remote, customer-facing role leveraging video and audio tools.

You'll complete training, maintain PTIN and licenses as required, and work at least 20 hours per week while delivering high-quality service and clear communication in a fast-paced environment.

Qualifications

• Minimum 2+ tax season experience preparing federal and state 1040 returns for many clients.
• Active PTIN and ability to obtain state licenses or permits.
• Willing to work at least 20 hours per week.
• Strong verbal and written communication in English; bilingual a plus.
• Proficient with computers and tax software; remote-friendly.

Responsibilities

• Interact with customers via video and audio tools; provide tax guidance.
• Prepare full tax returns and obtain signatures where required.
• Explain tax terms in plain language and document interactions.
• Meet KPIs and participate in training.

Skills

Customer service

Communication skills

Problem solving

Attention to detail

Tech-savvy

Education

PTIN (Preparer Tax Identification Number)

State licenses/permits (Tax preparer)

Job description

Intuit, Inc. is seeking a virtual Tax Professional to assist TurboTax customers with federal and state returns, tax advice, and explanations of tax terms. This is a remote, customer-facing role leveraging video and audio tools.

You'll complete training, maintain PTIN and licenses as required, and work at least 20 hours per week while delivering high-quality service and clear communication in a fast-paced environment.