Remote Tax Advisor & 1040 Specialist

Intuit, Inc.; Stockton (CA); Remote; USD 32,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a motivated tax professional for a fully remote, customer-facing role helping TurboTax users. You will guide clients through federal and state returns, provide tax explanations, and deliver high-quality support via video interactions.

The position requires at least 2 years of return prep experience, active PTIN, and US residency. Training and KPI goals are part of the role. The ideal candidate combines strong communication, technical proficiency, and a client-focused

Qualifications

• 2+ years of federal/state 1040 tax return prep experience for at least 30 clients per season
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds
• Must possess an active PTIN
• Working knowledge of Circular 230
• Willingness to work minimum 20 hours per week
• Strong customer service skills with professional, friendly communication
• Proficient with technology; solid knowledge of computer operations and software
• Excellent verbal and written communication skills
• Ability to work in a fast-paced environment with minimal supervision
• Must reside in the United States
• Bilingual English/Spanish a plus

Responsibilities

• This is a virtual, customer-facing role using video communications software to interact with customers
• Provide tax advice, full service return preparation and signature, and product inquiries
• Explain tax terms and processes in everyday language
• Document customer interactions and apply company policies to resolve inquiries
• Contribute to KPI metrics and participate in pilots and validation projects
• Complete required training and professional development as determined by the business

Skills

Bilingual (English/Spanish)

Excellent verbal communication

Excellent written communication

Customer service

Critical thinking

Problem solving

Fast-paced environment

Self-motivated / work with minimal监督

Education

PTIN holder / ability to obtain

State licenses / certificates as applicable

Circular 230 knowledge

Tools

TurboTax / tax software

General computer software

Video communications software (Smartlook)

Job description

Intuit, Inc. is seeking a motivated tax professional for a fully remote, customer-facing role helping TurboTax users. You will guide clients through federal and state returns, provide tax explanations, and deliver high-quality support via video interactions.

The position requires at least 2 years of return prep experience, active PTIN, and US residency. Training and KPI goals are part of the role. The ideal candidate combines strong communication, technical proficiency, and a client-focused