Remote Tax Advisor (1040 Specialist)

Intuit, Inc.; Monroe (LA); Remote; USD 26,000 - 39,000; Part time

Benefits offered by this job

Flexibility to work remotely

Job summary

Intuit, Inc. seeks a tax professional to assist TurboTax customers remotely, providing expert tax guidance and full-service return preparation with signature. The role emphasizes clear, empathetic communication and strong adherence to policy.

Applicants must have 2+ years of federal/state 1040 experience, PTIN, and a willingness to work at least 20 hours weekly from a home setup that meets security requirements. Bilingual skills are a plus; US residency is required.

Qualifications

• 2+ years of recent 1040 tax return prep for at least 30 clients per season using commercial software.
• Must hold or be able to obtain state licenses/certificates/permits/bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills—able to interact with customers via video/audio tools professionally.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research skills, and determination.
• 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 state of the art video communications software to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their tax returns with: Tax advice; Full Service return preparation and signature; Product/software inquiries; Tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and your knowledge in tax preparation.
• Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer in everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and preparation inquiries.
• Document customer interactions.
• Work toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations, as needed.
• Complete all required training and development as determined by the business.

Skills

Tax preparation

Job description

Intuit, Inc. seeks a tax professional to assist TurboTax customers remotely, providing expert tax guidance and full-service return preparation with signature. The role emphasizes clear, empathetic communication and strong adherence to policy.

Applicants must have 2+ years of federal/state 1040 experience, PTIN, and a willingness to work at least 20 hours weekly from a home setup that meets security requirements. Bilingual skills are a plus; US residency is required.