Remote Tax Advisor (1040 Specialist)

Intuit, Inc.; Jackson (MS); Remote; USD 36,000 - 60,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a virtual tax preparer to assist customers with federal and state returns using TurboTax software. You will deliver tax guidance, perform full-service return preparation, and answer product questions through video and audio interactions from a remote environment.

The role requires 2+ years of experience, active PTIN, and strong communication skills. Candidates must reside in the United States; bilingual English/Spanish is a plus. Training and compliance requirements apply.

Qualifications

• 2+ years preparing federal and state 1040 returns for 30+ clients per season using commercial software.
• Active PTIN; state licenses or ability to obtain.
• Willing to work a minimum of 20 hours per week.
• Strong communication, both verbal and written.
• Must reside in the United States; bilingual English/Spanish a plus.

Responsibilities

• Virtual, customer-facing role using video communications to assist customers.
• Provide tax advice, full-service return preparation and signature, and product inquiries.
• Document customer interactions and resolve inquiries per policy; meet KPIs and goals.
• Complete required training and participate in projects and validations as needed.

Skills

Tax preparation expertise

Customer service

Video/phone communication

Tech savvy

Bilingual EN/ES

Tools

TurboTax software

Video conferencing tools

Job description

Intuit, Inc. is seeking a virtual tax preparer to assist customers with federal and state returns using TurboTax software. You will deliver tax guidance, perform full-service return preparation, and answer product questions through video and audio interactions from a remote environment.

The role requires 2+ years of experience, active PTIN, and strong communication skills. Candidates must reside in the United States; bilingual English/Spanish is a plus. Training and compliance requirements apply.