Remote Tax Advisor & 1040 Prep Specialist

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

Job summary

Intuit, Inc. is seeking a tax professional with recent federal and state 1040 experience to guide customers through their returns using TurboTax. This is a virtual, customer-facing role designed to empower clients while delivering expert guidance.

You will handle tax advice, full service return preparation, and product inquiries via video; document interactions, stay compliant, and meet KPIs. A PTIN and state license requirements apply, with availability at least 20 hours per week.

Qualifications

• 2 or more years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Active PTIN and willingness to obtain required state licenses.
• Must reside in the United States.
• Willingness to work a minimum of 20 hours per week.
• Strong communication and problem-solving skills.
• Experience with video-based customer interactions.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and meet KPI metrics.
• Utilize government and professional resources to deliver accurate answers in everyday language.

Skills

Tax preparation

PTIN holder

Customer service

Video support

Tools

TurboTax

Job description

Intuit, Inc. is seeking a tax professional with recent federal and state 1040 experience to guide customers through their returns using TurboTax. This is a virtual, customer-facing role designed to empower clients while delivering expert guidance.

You will handle tax advice, full service return preparation, and product inquiries via video; document interactions, stay compliant, and meet KPIs. A PTIN and state license requirements apply, with availability at least 20 hours per week.