Remote Tax Advisor for 1040 Returns

Intuit, Inc.; Bakersfield (CA); Remote; USD 46,000 - 59,000; Full time

Job summary

Intuit, Inc. is seeking a tax professional to assist TurboTax customers with federal and state returns in a fully remote role based in the United States.

You will provide expert guidance, perform tax preparation, and explain tax terms in plain language while delivering high-quality customer experiences. You will use video and audio tools to interact with customers, resolve inquiries, and document interactions, while meeting KPIs and training requirements.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season.
• Must possess or obtain related State licenses/certificates/permits/bonds.
• Must possess an active PTIN.
• Knowledge of Circular 230.
• Willing to work minimum 20 hours per week.
• Proficient with technology; solid computer/software skills.
• Strong customer service via video/audio tools in a professional manner.
• Excellent verbal and written communication.
• Critical thinking, problem solving, and research skills.
• Ability to work in fast-paced environments with minimal supervision.
• Must have reliable hardwired internet meeting security criteria.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; interact with customers via video communications software.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Explain tax terms in everyday language and document customer interactions.
• Resolve customer tax questions using company procedures and resources.
• Meet KPIs and participate in pilots and trainings as required.

Skills

Tax preparation

Customer service

Video support

Tax knowledge

Bilingual English/Spanish

Strong communication

Education

PTIN credential

State tax license

Circular 230 familiarity

Tools

Smartlook

Job description

Intuit, Inc. is seeking a tax professional to assist TurboTax customers with federal and state returns in a fully remote role based in the United States.

You will provide expert guidance, perform tax preparation, and explain tax terms in plain language while delivering high-quality customer experiences. You will use video and audio tools to interact with customers, resolve inquiries, and document interactions, while meeting KPIs and training requirements.