Remote Tax Advisor - Expert 1040 Prep & Support

Intuit, Inc.

Cambridge (MA)

Remote

USD 31,000 - 39,000

Full time

14 days+

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Job summary

Intuit, Inc. is seeking a tax professional to assist TurboTax customers with federal and state returns in a virtual setting. You will deliver expert tax guidance, perform full-service return preparation, and answer product and tax-technical questions via video communications.

The role requires 2+ years of tax prep experience, active PTIN, and strong communication skills. A dedicated home internet connection and US residence are expected, with potential for bonus opportunities.

Qualifications

2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season using tax software.
Active PTIN required or obtainable.
Knowledge of Circular 230.
Willing to work minimum 20 hours per week.
Proficient with technology and video/audio tools.
Excellent verbal and written communication skills.
Able to work independently in a fast-paced environment.
Must reside in the United States.

Responsibilities

Assist customers virtually via video communications software to prepare and explain returns.
Provide tax advice, product inquiries, and tax calculations.
Document customer interactions and adhere to policies.
Meet KPIs and participate in training and development programs.
Contribute to a positive customer experience and brand perception.