Remote Tax Advisor: 1040 Returns Expert

Intuit, Inc.; San Francisco, South Gate (CA, CA, IL); Hybrid; CAD 43,000 - 55,000; Full time

Job summary

Intuit, Inc. is hiring for a virtual Tax Professional to support TurboTax customers. You will assist with federal and state returns, provide tax guidance, and explain complex tax terms using remote video tools. The role requires 2+ years of preparation experience, PTIN, and knowledge of Circular 230.

Candidates must have a dedicated internet connection, be able to work at least 20 hours per week, and reside in the United States. Bilingual English/Spanish is a plus and training is provided.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns
• Must possess or be able to obtain PTIN
• Knowledge of Circular 230
• Willing to work a minimum of 20 hours per week
• Bilingual English/Spanish a plus
• Must reside in the United States

Responsibilities

• This is a virtual, customer-facing role using Smartlook video software to interact with customers.
• Assist TurboTax customers with tax returns, provide tax advice, and explain tax terms.
• Deliver high-quality customer interactions with empathy and expertise in tax preparation.
• Document customer interactions and follow defined procedures to resolve inquiries.
• Meet company KPI metrics and participate in training and development as required.

Skills

Tax preparation

Customer service

Communication

Video software

Tools

Smartlook video software

Job description

Intuit, Inc. is hiring for a virtual Tax Professional to support TurboTax customers. You will assist with federal and state returns, provide tax guidance, and explain complex tax terms using remote video tools. The role requires 2+ years of preparation experience, PTIN, and knowledge of Circular 230.

Candidates must have a dedicated internet connection, be able to work at least 20 hours per week, and reside in the United States. Bilingual English/Spanish is a plus and training is provided.