Remote Tax Advisor | 1040 Specialist

Intuit, Inc.

Palm Desert (CA)

Remote

USD 31,000 - 39,000

Full time

7 hours ago

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Job summary

Intuit, Inc. seeks a tax professional to assist customers remotely with federal and state individual 1040 returns, using TurboTax. You will deliver tax advice, full-service preparation, and explanations of terms via video interactions, while upholding standards and KPIs.

You should have 2+ years of experience, active PTIN, and state licenses. Bilingual English/Spanish is a plus; remote availability is required.

Qualifications

2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax software.
Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
Must possess an active PTIN and working knowledge of Circular 230.
Willing and available to work a minimum of 20 hours per week.
Proficient with technology and able to interact with customers via video/audio tools.
Bilingual English/Spanish is a plus.

Responsibilities

Assist customers virtually to complete their taxes using TurboTax products.
Provide tax advice, full service return preparation, and explain tax terms clearly.
Interact via video communications software to deliver high quality customer experiences.
Document customer interactions and work toward KPI metrics and goals.
Participate in training, compliance, and pro development as required.