Remote Tax Advisor – 1040 Specialist (Virtual)

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

Job summary

Intuit, Inc. seeks a tax professional for a virtual customer-facing role to assist TurboTax users with tax return preparation, advice, and explanations of tax terms. You will use our video tools to guide customers, document interactions, and support KPI targets while completing necessary compliance trainings.

The role requires 2+ years of 1040 experience, active PTIN, and the ability to obtain state licenses. Remote work is available nationwide in the United States.

Qualifications

• 2+ years of federal/state 1040 tax return experience for 30+ clients per season.
• Active PTIN and state licenses or ability to obtain them.
• Willing to work minimum 20 hours/week and reside in the United States.

Responsibilities

• Virtual, customer-facing role using video communications to assist customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Explain tax terms in plain language and use government/professional resources to answer questions.
• Document interactions and work toward KPI metrics and Big Bet Goals.
• Participate in pilot testing and complete required training and development.

Skills

Verbal and written communication

Customer service

Critical thinking

Problem solving

Tech-savvy

Attention to detail

Bilingual (English/Spanish) a plus

Education

Active PTIN

State licenses/certificates (or ability to obtain)

Tools

Tax preparation software

Job description

Intuit, Inc. seeks a tax professional for a virtual customer-facing role to assist TurboTax users with tax return preparation, advice, and explanations of tax terms. You will use our video tools to guide customers, document interactions, and support KPI targets while completing necessary compliance trainings.

The role requires 2+ years of 1040 experience, active PTIN, and the ability to obtain state licenses. Remote work is available nationwide in the United States.