Remote Tax Advisor: 1040 Returns & Guidance

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

Job summary

Intuit, Inc. is seeking an experienced tax professional for a virtual role helping customers complete their taxes using TurboTax products. You will provide expert guidance, tax preparation, and explanations of tax terms while delivering excellent customer service via video interactions.

The role emphasizes adherence to training plans, compliance, and continuous learning. You will work remotely, supporting customers across the United States with strong communication and problem-solving skills.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season.
• Must possess or obtain state licenses, certificates, permits, or bonds and an active PTIN.
• Working knowledge of Circular 230 and tax compliance requirements.
• Proficient with tax software and technology; able to work remotely with reliable internet.

Responsibilities

• Interact with customers via virtual video (Smartlook) to provide tax guidance.
• Provide tax advice, full-service return preparation and signature, and answer product questions.
• Calculate taxes and explain terms in everyday language; document interactions.
• Meet KPI metrics and participate in training, pilots, and development initiatives.
• Maintain compliance with company procedures and security criteria in all interactions.

Skills

Tax preparation

Customer service

Verbal communication

Written communication

Problem solving

Critical thinking

Education

PTIN holder

State licenses / certificates

Circular 230 knowledge

Tools

Smartlook

Job description

Intuit, Inc. is seeking an experienced tax professional for a virtual role helping customers complete their taxes using TurboTax products. You will provide expert guidance, tax preparation, and explanations of tax terms while delivering excellent customer service via video interactions.

The role emphasizes adherence to training plans, compliance, and continuous learning. You will work remotely, supporting customers across the United States with strong communication and problem-solving skills.