Remote Tax Advisor for 1040 Returns

Intuit, Inc.; Houma (LA); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a motivated tax-preparation specialist for a virtual, customer-facing role. You will guide customers through their taxes with TurboTax tools, provide tax advice, and perform full-service returns with clear explanations and professional, empathetic service.

The role requires 2+ years of federal/state 1040 prep experience, PTIN, and knowledge of Circular 230. A dedicated internet connection and strong communication skills are essential; bilingual English/Spanish is a plus.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season, for compensation, using commercial tax preparation software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills with professional video/audio Interactions.
• Excellent verbal and written communication skills.
• Willingness to obtain dedicated internet connection meeting security criteria.
• Bilingual English/Spanish is a plus.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers using our video communications software (Smartlook).
• Provide tax advice and full service return preparation and signature, and respond to product/software inquiries.
• Create high quality customer interactions and experiences with empathy and expertise in tax preparation.
• Use government sites, resources, and team expertise to deliver accurate answers in everyday language.
• Apply defined procedures and policies to troubleshoot tax advice and preparation inquiries.
• Document customer interactions.
• Meet company KPI metrics andBig Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Video interactions

PTIN admissible

Circular 230

Tech proficient

Bilingual English/Spanish (a plus)

Tools

TurboTax software

Smartlook

Job description

Intuit, Inc. is seeking a motivated tax-preparation specialist for a virtual, customer-facing role. You will guide customers through their taxes with TurboTax tools, provide tax advice, and perform full-service returns with clear explanations and professional, empathetic service.

The role requires 2+ years of federal/state 1040 prep experience, PTIN, and knowledge of Circular 230. A dedicated internet connection and strong communication skills are essential; bilingual English/Spanish is a plus.