Remote Tax Advisor for 1040 Returns

Intuit, Inc.; Panama City (FL); Remote; USD 30,000 - 39,000; Full time

Job summary

Intuit, Inc. seeks a motivated tax professional to assist TurboTax customers remotely with tax guidance and expert explanations of tax terms.

You will support customers through the full service return process, using video interactions to build confidence and deliver high-quality service. The role requires 2+ years of federal/state 1040 preparation experience, an active PTIN, and knowledge of Circular 230, with a minimum of 20 hours per week.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.

Responsibilities

• This is a virtual, customer-facing role using Smartlook to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and work toward KPIs and Big Bet Goals.
• Complete required training and development as determined by the business.

Skills

Customer service

Video/Audio tools

Verbal & written communication

Problem solving

Technology proficiency

Attention to detail

Tools

Smartlook

Job description

Intuit, Inc. seeks a motivated tax professional to assist TurboTax customers remotely with tax guidance and expert explanations of tax terms.

You will support customers through the full service return process, using video interactions to build confidence and deliver high-quality service. The role requires 2+ years of federal/state 1040 preparation experience, an active PTIN, and knowledge of Circular 230, with a minimum of 20 hours per week.