Remote Tax Advisor – Expert Returns & Guidance

Intuit, Inc.; Town of New Castle (NY); Remote; USD 30,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a tax preparation professional for a virtual, customer-facing role. You will guide customers through their returns, deliver tax advice, and perform full service preparation using TurboTax products.

The position emphasizes clear communication, deep tax knowledge, and adherence to policies. Applicants must have 2+ years of federal/state return experience, PTIN, and a willingness to complete required training.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season.
• Active PTIN and ability to obtain state licenses/certificates as required.
• Familiar with Circular 230 regulations and tax prep software.

Responsibilities

• Serve as a virtual, customer-facing tax assistant using video software.
• Provide tax advice, full service return preparation and signing.
• Handle product questions and tax calculations for TurboTax customers.
• Document interactions and troubleshoot using defined procedures.
• Meet KPIs and participate in training and projects as needed.

Skills

Tax preparation

PTIN

Circular 230

Remote work

Bilingual EN/ES

Customer service

Video tools

Compliance training

Problem solving

Tech-savvy

Job description

Intuit, Inc. is seeking a tax preparation professional for a virtual, customer-facing role. You will guide customers through their returns, deliver tax advice, and perform full service preparation using TurboTax products.

The position emphasizes clear communication, deep tax knowledge, and adherence to policies. Applicants must have 2+ years of federal/state return experience, PTIN, and a willingness to complete required training.