Remote Tax Advisor - 1040 Specialist

Intuit, Inc.; Myrtle Point (OR); Remote; USD 26,000 - 34,000; Part time

Benefits offered by this job

Bonus eligibility

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a virtual tax preparation specialist to help customers complete federal and state returns using TurboTax. You will provide tax advice, assist with full-service returns, and explain tax terms in plain language.

A PTIN is required or obtainable, with a minimum of 20 hours per week and strong communication skills. This remote, customer-facing role emphasizes empathy, accurate documentation, and adherence to policies.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season.
• Must possess or obtain any related state licenses, certificates, permits, or bonds.
• Active PTIN required or obtainable.
• Willing and able to work a minimum of 20 hours per week.
• Proficient with technology and video/communication tools.

Responsibilities

• This is a virtual, customer-facing role using our video software to interact with customers.
• Provide tax advice and assist with full service return preparation and signature.
• Answer product/software questions and perform tax calculations.
• Document customer interactions and maintain knowledge of applicable policies.
• Meet KPI metrics and participate in pilots or training as needed.

Skills

Tax prep experience

Customer service

PTIN

Bilingual English/Spanish

Video/phone support

Tools

TurboTax

Job description

Intuit, Inc. is seeking a virtual tax preparation specialist to help customers complete federal and state returns using TurboTax. You will provide tax advice, assist with full-service returns, and explain tax terms in plain language.

A PTIN is required or obtainable, with a minimum of 20 hours per week and strong communication skills. This remote, customer-facing role emphasizes empathy, accurate documentation, and adherence to policies.