Remote Tax Advisor (1040 Specialist)

Intuit, Inc.; Concord (NC); Remote; USD 31,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a virtual tax professional with TurboTax experience to guide customers through federal and state returns. You will explain tax terms, provide expert advice, and complete returns with accuracy and empathy.

The role emphasizes learning, compliance, and helping customers feel confident using TurboTax software. The position offers flexible hours, remote work from within the United States, and opportunities for training, bonuses, and career growth.

Qualifications

• 2+ years of federal/state 1040 tax return preparation for 30+ clients per season.
• Must have or be able to obtain state licenses, certificates, permits, or bonds.
• Active PTIN registration.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and software.
• Strong customer service with professional video/audio communication.
• Excellent verbal and written communication.
• Critical thinking and problem solving abilities.
• Willing to obtain 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 using video communications to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Deliver high quality customer interactions with empathy and expertise in tax preparation.
• Tap government sites and resources to deliver accurate answers in everyday language.
• Apply company policies to troubleshoot tax advice and preparation inquiries.
• Document customer interactions and contribute toward KPIs and goals.
• Participate in pilot tests, projects, and validations; complete required trainings.

Skills

Tax preparation

Customer service

Communication

Problem solving

Technical literacy

Bilingual English/Spanish

Job description

Intuit, Inc. is seeking a virtual tax professional with TurboTax experience to guide customers through federal and state returns. You will explain tax terms, provide expert advice, and complete returns with accuracy and empathy.

The role emphasizes learning, compliance, and helping customers feel confident using TurboTax software. The position offers flexible hours, remote work from within the United States, and opportunities for training, bonuses, and career growth.