Remote Tax Advisor - 1040 Specialist

Intuit, Inc.; Santa Clara (CA); Remote; USD 31,000 - 39,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a tax preparation specialist to guide customers through TurboTax processes. You will provide expert tax advice, perform full-service returns, and explain tax concepts using everyday language in a remote, video-enabled setting.

The role requires strong communication, empathy, and the ability to meet KPI targets while completing required training and maintaining compliance with security policies.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season.
• Active PTIN and ability to obtain state licenses if required.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Strong verbal and written communication skills.

Responsibilities

• Provide tax advice and full-service return preparation with signature.
• Interact with customers via video and audio tools; document interactions.
• Explain tax terms in everyday language and leverage resources to find correct answers.
• Meet KPI metrics and participate in training and pilot programs.
• Ensure compliance with company policies and security requirements.

Skills

Tax preparation

Customer service

Communication skills

Problem solving

Tech-savvy

Bilingual English/Spanish

Education

PTIN

State licenses/permits

Tools

Smartlook

Job description

Intuit, Inc. is seeking a tax preparation specialist to guide customers through TurboTax processes. You will provide expert tax advice, perform full-service returns, and explain tax concepts using everyday language in a remote, video-enabled setting.

The role requires strong communication, empathy, and the ability to meet KPI targets while completing required training and maintaining compliance with security policies.