Remote Tax Advisor — 1040 Returns Specialist

Intuit, Inc.; Wildwood (FL); Remote; USD 30,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely. You will guide clients through federal and state returns, provide tax explanations, and deliver confident support via video tools. Experience with tax software and strong communication are essential.

This role emphasizes empathy, accuracy, and compliance, with training and ongoing development. A dedicated internet connection and US residency are required for ongoing success.

Qualifications

• 2+ years of preparing federal and state 1040 returns for 30+ clients per season using tax software.
• Must possess or obtain relevant State licenses, certificates, permits, or bonds.
• Active PTIN required.
• Working knowledge of Circular 230.
• Willingness to work a minimum of 20 hours per week.
• Proficient with technology; computer operations and software.
• Strong customer service; professional video/audio interactions.
• Excellent verbal and written communication.
• Critical thinking, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Need a dedicated hardwired internet connection meeting security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role interacting with customers via video communication software.
• Provide tax advice and full-service tax return preparation and signature.
• Answer product/software questions and explain tax terms clearly.
• Prepare high-quality customer interactions with empathy and expertise.
• Consult government sites and resources to deliver accurate answers in plain language.
• Apply procedures and company policies to resolve tax inquiries.
• Document customer interactions and progress.
• Support KPI metrics and participate in pilots and validations.
• Complete required training and professional development as directed.

Skills

Customer service

Verbal communication

Written communication

Problem solving

Critical thinking

Tech-savvy

Bilingual English/Spanish

Tools

Tax preparation software

Video communications (Smartlook)

Job description

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely. You will guide clients through federal and state returns, provide tax explanations, and deliver confident support via video tools. Experience with tax software and strong communication are essential.

This role emphasizes empathy, accuracy, and compliance, with training and ongoing development. A dedicated internet connection and US residency are required for ongoing success.