Remote Tax Advisor: Expert 1040 Prep & Customer Support

Intuit, Inc.; Colorado Springs (CO); Remote; USD 29,000 - 39,000; Full time

Job summary

Intuit, Inc. seeks a virtual tax professional to assist customers with TurboTax products, provide expert tax guidance, and perform full service return preparation and signing. You will communicate clearly, document interactions, and meet KPI targets from a remote setting.

The role requires at least 2 years of federal/state return experience, PTIN eligibility, active licenses, and strong problem-solving and communication skills; a hardwired internet connection is mandatory.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for 30+ clients per season.
• Must possess or be able to obtain state licenses, certificates, permits, or bonds.
• Active PTIN required or able to obtain it.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; strong computer skills.
• Excellent verbal and written communication skills.
• Able to think critically, solve problems, and research effectively.
• Capable of thriving in a fast-paced environment with minimal supervision.
• Must have or obtain a dedicated hardwired internet connection that meets security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; use video communications to interact with customers.
• Provide tax advice, full service return preparation with signature, and product inquiries.
• Perform tax calculations and clearly explain terms to customers.
• Create high quality customer interactions with deep empathy and expertise in tax prep.
• Document customer interactions and work toward KPI metrics and Big Bet goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required training and development, including compliance and up-skilling.

Skills

Customer service

Verbal communication

Written communication

Problem solving

Fast-paced environment

Technical proficiency

Bilingual English/Spanish

Education

PTIN holder or eligible

State licenses/certificates

Tools

Commercial tax software

Smartlook video software

Job description

Intuit, Inc. seeks a virtual tax professional to assist customers with TurboTax products, provide expert tax guidance, and perform full service return preparation and signing. You will communicate clearly, document interactions, and meet KPI targets from a remote setting.

The role requires at least 2 years of federal/state return experience, PTIN eligibility, active licenses, and strong problem-solving and communication skills; a hardwired internet connection is mandatory.