Remote Tax Advisor – 1040 Specialist

Intuit, Inc.; Pine Brook (NJ); Remote; USD 30,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a detail-oriented tax professional for a virtual role assisting TurboTax customers with federal and state returns. You will guide clients through the filing process, explain tax terms, and ensure accurate, compliant submissions from a remote setting.

The role requires 2+ years of experience, a valid PTIN, and availability of at least 20 hours per week, with excellent communication skills and a customer-first mindset to delight clients while solving complex tax questions.

Qualifications

• 2+ years of 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 any related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.

Responsibilities

• This is a virtual, customer-facing role; you will be using our state of the art video communications software (Smartlook) 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 extensive knowledge in tax preparation.
• Utilize government websites, professional resources, and team expertise to deliver the right answer in everyday language.
• Apply defined practices and company policies to troubleshoot and resolve customer tax questions and preparation inquiries.
• Document customer interactions
• Work toward meeting company KPI metrics and Big Bet Goals.

Skills

Tax preparation

Customer service

Communication

Problem solving

Attention to detail

Fast-paced environment

Education

PTIN ownership/eligibility

State license (where required)

Tools

TurboTax software

Smartlook video software

Secure internet connection

Job description

Intuit, Inc. is seeking a detail-oriented tax professional for a virtual role assisting TurboTax customers with federal and state returns. You will guide clients through the filing process, explain tax terms, and ensure accurate, compliant submissions from a remote setting.

The role requires 2+ years of experience, a valid PTIN, and availability of at least 20 hours per week, with excellent communication skills and a customer-first mindset to delight clients while solving complex tax questions.