Remote Tax Advisor - 1040 Specialist

Intuit, Inc.; Santa Maria (CA); Remote; USD 30,000 - 39,000; Part time

Job summary

Intuit, Inc. is hiring for a virtual tax preparation support role focused on TurboTax customers across the United States. You will guide customers through federal and state returns, provide tax explanations, and ensure accurate, confident service via video interactions.

Candidates should have 2+ years of 1040 experience, PTIN, and knowledge of Circular 230. The role requires at least 20 hours/week and the ability to work remotely from the U.S.

Qualifications

• 2+ years of experience preparing federal and state 1040 returns for at least 30 clients per season.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing and available to work a minimum of 20 hours per week.
• Proficient with technology; strong computer operations and software.
• Bilingual English/Spanish communication skills a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will be using our video communications software to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their returns: tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions and experiences with empathy, and your knowledge in tax preparation.
• Utilize government websites and resources to deliver the right answer in everyday language.
• Document customer interactions and adhere to procedures to troubleshoot inquiries.
• Work toward meeting KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete all required training and development as determined by the business.

Skills

Tax preparation

Customer service

Verbal & written communication

Video support

Bilingual English/Spanish

Education

PTIN (Preparer Tax Identification Number)

State licenses/certificates

Tools

TurboTax software

Job description

Intuit, Inc. is hiring for a virtual tax preparation support role focused on TurboTax customers across the United States. You will guide customers through federal and state returns, provide tax explanations, and ensure accurate, confident service via video interactions.

Candidates should have 2+ years of 1040 experience, PTIN, and knowledge of Circular 230. The role requires at least 20 hours/week and the ability to work remotely from the U.S.