Remote Tax Advisor (1040 Specialist)

Intuit, Inc.; St. Louis (MO); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a tax preparation professional to assist customers with TurboTax returns from a remote, virtual setting.

The role focuses on tax advice, full service return preparation, and clear explanations of tax terms, while maintaining exceptional customer interactions and meeting performance KPIs. Candidates should have 2+ years of federal and state 1040 experience, active PTIN, and knowledge of Circular 230.

Qualifications

• 2+ years of federal/state individual 1040 tax return experience for at least 30 clients per season using commercial tax software.
• Must possess or obtain related state licenses, certificates, permits, or bonds.
• Active PTIN required.
• Knowledge of Circular 230.

Responsibilities

• Work in a virtual, customer-facing role using video communications to assist customers.
• Provide tax advice and full service return preparation and signature.
• Answer product/software questions and perform tax calculations.
• Document customer interactions and strive to meet KPI metrics and goals.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Communication

Bilingual (English/Spanish)

Tools

TurboTax

Job description

Intuit, Inc. is seeking a tax preparation professional to assist customers with TurboTax returns from a remote, virtual setting.

The role focuses on tax advice, full service return preparation, and clear explanations of tax terms, while maintaining exceptional customer interactions and meeting performance KPIs. Candidates should have 2+ years of federal and state 1040 experience, active PTIN, and knowledge of Circular 230.