Remote Tax Advisor - 1040 Returns & Guidance

Intuit, Inc.; Macon (GA); Remote; USD 25,000 - 39,000; Full time

Job summary

Intuit, Inc. seeks a tax professional to assist customers remotely with tax preparation and guidance using TurboTax products. You will deliver expert explanations, perform full service returns when needed, and support customers with software inquiries in a fast-paced virtual setting.

The role emphasizes reliable communication, adherence to regulatory guidelines (Circular 230), and a customer-centric approach to help clients feel confident about their taxes while meeting performance metrics.

Qualifications

• 2+ years of recent federal and state individual 1040 returns experience for at least 30 clients per season using commercial software.
• Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.
• Active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.

Responsibilities

• This is a virtual, customer-facing role using our video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product-related inquiries.
• Document customer interactions and ensure high quality experiences with empathy and expertise.
• Meet KPI metrics and participate in pilot tests and process improvements.
• Complete required training and development as determined by the business.

Skills

Tax preparation experience

Customer service

Verbal and written communication

Bilingual English/Spanish

Job description

Intuit, Inc. seeks a tax professional to assist customers remotely with tax preparation and guidance using TurboTax products. You will deliver expert explanations, perform full service returns when needed, and support customers with software inquiries in a fast-paced virtual setting.

The role emphasizes reliable communication, adherence to regulatory guidelines (Circular 230), and a customer-centric approach to help clients feel confident about their taxes while meeting performance metrics.