Remote Tax Advisor & 1040 Specialist

Intuit, Inc.; McAllen (TX); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a qualified tax professional to assist customers remotely with federal and state 1040 tax returns. You will provide expert guidance, tax preparation, and clear explanations of tax and technical terms, using TurboTax products.

The role emphasizes high-quality customer interactions, strong communication, and the ability to work in a fast-paced, virtual environment. Training and ongoing development are provided to support performance and compliance.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax prep software.
• Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.
• Active PTIN required.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; solid computer operations and software.
• Strong customer service skills for video/audio communication.
• Excellent verbal and written communication.
• Critical thinking, problem solving, and research skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have or be willing to obtain a hardwired internet connection that meets security criteria.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using our video communications software to interact with customers.
• Assist TurboTax customers working on tax returns with tax advice, full-service return preparation and signature, and product inquiries.
• Create high-quality customer interactions using empathy and extensive tax knowledge.
• Use government resources and team expertise to provide correct answers in everyday language.
• Follow defined practices to troubleshoot and resolve inquiries.
• Document customer interactions.
• Work toward KPI metrics and strategic goals.
• Participate in pilot tests and projects as needed.
• Complete required training and development as determined by the business.

Skills

Tax preparation experience

Customer service

Communication skills

Tech savviness

PTIN holder or able to obtain

Reliable internet connection

Bilingual English/Spanish (nice toHave

Residency in United States

Video/remote tools proficiency

Tools

TurboTax

Smartlook

General tax software

Job description

Intuit, Inc. is seeking a qualified tax professional to assist customers remotely with federal and state 1040 tax returns. You will provide expert guidance, tax preparation, and clear explanations of tax and technical terms, using TurboTax products.

The role emphasizes high-quality customer interactions, strong communication, and the ability to work in a fast-paced, virtual environment. Training and ongoing development are provided to support performance and compliance.