Remote Tax Advisor & 1040 Returns Specialist

Intuit, Inc.; Las Vegas (NV); Remote; USD 29,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a virtual Tax Associate with tax preparation experience to assist TurboTax customers. You will provide expert guidance, complete federal and state returns, and explain tax terms using everyday language from a home office.

Participation requires strong communication, reliability, and adherence to security standards. Candidates must have 2+ years of 1040 preparation experience, PTIN, and ability to work at least 20 hours per week.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax preparation software.
• 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 and able to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills and ability to interact with customers through video/audio tools.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have (or be willing to obtain) a dedicated hardwired internet connection that meets Intuit security criteria.
• Bilingual (English/Spanish) communication skills a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will be using our state of the art video communications software (Smartlook) to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their tax returns with: Tax advice
• Full Service return preparation and signature
• Product/software inquiries
• Tax calculations
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and your knowledge in tax preparation.
• Utilize government websites, professional resources, and team expertise to deliver the right answer in everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve customer inquiries.
• Document customer interactions
• Work toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required training and development as determined by the business.

Skills

Tax preparation experience

Customer service

Communication skills

Bilingual English/Spanish

Fast-paced environment

Video/teleconferencing familiarity

Education

PTIN

State licenses/certificates

Tools

Smartlook

Tax preparation software

Job description

Intuit, Inc. is seeking a virtual Tax Associate with tax preparation experience to assist TurboTax customers. You will provide expert guidance, complete federal and state returns, and explain tax terms using everyday language from a home office.

Participation requires strong communication, reliability, and adherence to security standards. Candidates must have 2+ years of 1040 preparation experience, PTIN, and ability to work at least 20 hours per week.