Remote Tax Advisor for 1040 Prep & Guidance

Intuit, Inc.; Myrtle Point (OR); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. seeks a qualified tax professional to assist customers with TurboTax tax preparation and guidance in a fully remote role. You will leverage video interactions to educate clients, explain tax terms, and perform full-service returns with signatures.

Must have PTIN, state licenses, and 2+ years of 1040 preparation experience in the US. Strong communication skills and ability to work a minimum of 20 hours weekly are essential; bilingual English/Spanish is a plus.

Qualifications

• 2+ years of preparing federal and state 1040 returns for 30+ clients per season.
• Must possess or obtain state licenses, certificates, permits, or bonds.
• Active PTIN required.
• Working knowledge of Circular 230.
• Willing to work at least 20 hours per week.
• Proficient with technology and software.
• Strong customer service and communication skills.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• Virtual, customer-facing role using video software to interact with customers.
• Provide tax advice and full-service return preparation and signature.
• Handle product/software inquiries and tax calculations.
• Create high-quality customer interactions with empathy and expertise.
• Use government sites and resources to resolve inquiries.
• Follow procedures to troubleshoot and answer tax-related questions.
• Document customer interactions.
• Aim to meet KPI metrics and Big Bet Goals.
• Participate in pilot testing and trainings as needed.
• Complete required training and professional development as determined by the business.

Skills

Tax preparation

Video tools

Customer service

Verbal communication

Bilingual English/Spanish

PTIN

State licenses

Technology proficiency

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. seeks a qualified tax professional to assist customers with TurboTax tax preparation and guidance in a fully remote role. You will leverage video interactions to educate clients, explain tax terms, and perform full-service returns with signatures.

Must have PTIN, state licenses, and 2+ years of 1040 preparation experience in the US. Strong communication skills and ability to work a minimum of 20 hours weekly are essential; bilingual English/Spanish is a plus.