Remote Tax Advisor for 1040 Returns

Intuit, Inc.; Portland (OR); Remote; USD 29,000 - 37,000; Part time

Job summary

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely in completing federal and state returns.

You will provide expert tax advice, explain tax terms, and guide customers through full service return preparation and signatures from a virtual environment. Qualified candidates have 2+ years of recent tax return experience, active PTIN, and the ability to work at least 20 hours weekly.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season.
• PTIN active or able to obtain; state licenses/certificates may be required.
• Proficient with technology and using tax preparation software.
• Able to communicate clearly via video and written channels.
• Willing to work a minimum of 20 hours per week.

Responsibilities

• Interact with customers through virtual video and audio tools in a professional, friendly manner.
• Provide tax advice, review and assist with full service return preparation and signatures.
• Document customer interactions and resolve inquiries using official resources.
• Meet KPIs and participate in training, pilots, and ongoing upskilling.

Skills

Customer service

Video & audio tools

Problem solving

Communication skills

Fast-paced environment

Education

Active PTIN

State licenses/certificates

Tools

Smartlook

Job description

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely in completing federal and state returns.

You will provide expert tax advice, explain tax terms, and guide customers through full service return preparation and signatures from a virtual environment. Qualified candidates have 2+ years of recent tax return experience, active PTIN, and the ability to work at least 20 hours weekly.