Remote Tax Advisor: 1040 Returns Specialist

Intuit, Inc.; Suwanee (GA); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a motivated tax professional to help TurboTax customers complete their returns virtually. You will guide clients via video tools, explain tax concepts, and ensure accurate, compliant filings.

The role requires 2+ years of federal/state 1040 experience, active PTIN, knowledge of Circular 230, and a minimum of 20 hours per week from a US remote location. Bilingual English/Spanish is a plus.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season with compensation.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Must be willing to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills with professional video/audio interaction.
• Excellent verbal and written communication skills.
• 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 video communications software to interact with customers.
• Help TurboTax customers with tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and expertise.
• Utilize government websites and professional resources to deliver accurate answers in everyday language.
• Document customer interactions and adhere to defined policies and procedures.
• Support KPI metrics and participate in pilot testing and projects as needed.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Bilingual English/Spanish

Verbal/written communication

Problem solving

Education

PTIN (Active)

Tools

TurboTax

Video conferencing (Smartlook)

Job description

Intuit, Inc. is seeking a motivated tax professional to help TurboTax customers complete their returns virtually. You will guide clients via video tools, explain tax concepts, and ensure accurate, compliant filings.

The role requires 2+ years of federal/state 1040 experience, active PTIN, knowledge of Circular 230, and a minimum of 20 hours per week from a US remote location. Bilingual English/Spanish is a plus.