Remote Tax Advisor for 1040 Returns

Intuit, Inc.; Nederland (CO); Remote; USD 29,000 - 37,000; Full time

Job summary

Intuit, Inc. seeks a tax-preparation professional for a remote, customer-facing role assisting TurboTax users. You will provide expert tax guidance, complete returns, and answer software questions via a video platform.

The role emphasizes empathy, clear communication, and adherence to security practices, with training and potential bonuses. Requirements include 2+ years of federal/state 1040 experience, PTIN, and ability to work 20+ hours weekly from the United States.

Qualifications

• 2+ years of experience preparing federal and state 1040 returns for 30+ clients per season using commercial tax software.
• Must possess or obtain related state licenses/certificates/permits/bonds.
• Active PTIN required.
• Knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and software.
• Strong customer service via video/audio tools; professional and confident.
• Excellent verbal and written communication.
• Critical thinking, problem solving, research, and determination.
• Able to work in fast-paced environments with minimal supervision.
• Must have (or be willing to obtain) hardwired internet for Intuit security.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; communicate with customers via our video platform (Smartlook).
• Assist TurboTax customers with tax returns: tax advice, full service preparation and signature, product inquiries, and tax calculations.
• Deliver high quality customer interactions with empathy and expertise in tax preparation.
• Use government sites and resources to provide accurate answers in plain language.
• Follow defined procedures and policies to resolve inquiries and document interactions.
• Work toward KPIs and Big Bet goals; participate in pilots and validations as needed.
• Complete required trainings and development as determined by the business.

Skills

Tax preparation

Customer service

Bilingual English/Spanish

Tools

Smartlook

Job description

Intuit, Inc. seeks a tax-preparation professional for a remote, customer-facing role assisting TurboTax users. You will provide expert tax guidance, complete returns, and answer software questions via a video platform.

The role emphasizes empathy, clear communication, and adherence to security practices, with training and potential bonuses. Requirements include 2+ years of federal/state 1040 experience, PTIN, and ability to work 20+ hours weekly from the United States.