Remote Tax Advisor for 1040 Returns

Intuit, Inc.; Fremont (CA); Remote; USD 30,000 - 39,000; Part time

Job summary

Intuit, Inc. seeks a tax specialist for virtual customer support in the TurboTax family. You will guide users through tax returns, deliver expert explanations, and perform full-service preparation with clear communication.

Role requires 2+ years of federal/state tax prep, PTIN and Circular 230 knowledge. A flexible schedule with at least 20 hours per week is available, and training is provided.

Qualifications

• Minimum 2 years of recent federal/state tax return prep for at least 30 clients per season.
• Able to obtain required state licenses/certificates and PTIN.
• Knowledge of Circular 230 and tax software.

Responsibilities

• Assist TurboTax users via video, providing tax advice and return prep.
• Explain tax terms clearly and document customer interactions.
• Meet KPI metrics and participate in training and validations.
• Use government sites and resources to deliver accurate answers.

Skills

Customer service

Verbal and written communication

Problem solving

Multitasking in fast-paced environment

Tech proficiency

Bilingual English/Spanish (bonus)

Education

State licenses/certificates

PTIN

Job description

Intuit, Inc. seeks a tax specialist for virtual customer support in the TurboTax family. You will guide users through tax returns, deliver expert explanations, and perform full-service preparation with clear communication.

Role requires 2+ years of federal/state tax prep, PTIN and Circular 230 knowledge. A flexible schedule with at least 20 hours per week is available, and training is provided.