Remote Tax Advisor | 1040 Prep Pro (Virtual)

Intuit, Inc.; Waterloo (IL); Remote; USD 29,000 - 37,000; Part time

Job summary

Intuit, Inc. is hiring for a virtual tax professional to assist TurboTax customers with federal and state returns, tax calculations, and explanations of tax terms. You will use video tools to interact and must maintain PTIN, state licenses, and a commitment to 20+ hours per week.

The role emphasizes empathy, clear communication, and guidance through complex tax questions, with ongoing training and compliance requirements.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns 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 Preparer Tax Identification Number (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 to interact with customers through video and audio tools.
• Excellent verbal and written communication skills.

Responsibilities

• This is a virtual, customer-facing role using Smartlook to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Create high quality customer interactions with empathy and deep tax knowledge.
• Leverage government resources and team expertise to deliver accurate answers in everyday language.
• Document customer interactions and adhere to procedures and policies.
• Meet company KPI metrics and participate in pilot tests and trainings.

Skills

Tax preparation

Customer service

Communication skills

Bilingual English/Spanish

Education

PTIN

State licenses

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is hiring for a virtual tax professional to assist TurboTax customers with federal and state returns, tax calculations, and explanations of tax terms. You will use video tools to interact and must maintain PTIN, state licenses, and a commitment to 20+ hours per week.

The role emphasizes empathy, clear communication, and guidance through complex tax questions, with ongoing training and compliance requirements.