Remote Tax Advisor (1040 Specialist)

Intuit, Inc.; Rockford (IL); Remote; USD 29,000 - 37,000; Part time

Job summary

Intuit, Inc. is seeking a part-time Tax Specialist to assist customers remotely with federal and state tax returns using TurboTax software. You will provide tax guidance, perform full service return preparation, and explain tax concepts simply over video interactions.

Requirements include 2+ years of 1040 prep experience, PTIN, and US residency with reliable internet. Training and KPI goals apply.

Qualifications

• 2+ years of federal/state 1040 prep experience for 30+ clients per season.
• Active PTIN and state licenses or ability to obtain.
• Must reside in the United States and have reliable internet.

Responsibilities

• Virtual, customer-facing role using video tools to assist customers.
• Provide tax advice, full service return preparation, and tax calculations.
• Document interactions and meet KPI metrics and training requirements.
• Help customers understand tax terms in plain language.

Skills

Tax preparation

Customer service

Bilingual English/Spanish

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a part-time Tax Specialist to assist customers remotely with federal and state tax returns using TurboTax software. You will provide tax guidance, perform full service return preparation, and explain tax concepts simply over video interactions.

Requirements include 2+ years of 1040 prep experience, PTIN, and US residency with reliable internet. Training and KPI goals apply.