Remote Tax Advisor for 1040 Returns

Intuit, Inc.; Sarasota (FL); Remote; USD 29,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely, guiding them through federal and state returns with clear explanations of tax terms. You will handle tax advice, full-service return preparation, and software inquiries via video interactions.

The role emphasizes customer empathy, accuracy, and adherence to policies, with ongoing training and performance-based goals. US residency is required.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season using commercial tax prep software.
• Active PTIN and ability to obtain state licenses/certificates/bonds.
• Working knowledge of Circular 230.

Responsibilities

• Interact with customers virtually via video using Smartlook.
• Provide tax advice and full service return preparation and e-signature.
• Answer product/software questions and perform tax calculations.
• Document customer interactions and meet KPI targets.
• Complete required training and participate in pilot tests as needed.

Skills

Customer service

Verbal communication

Written communication

Critical thinking

Problem solving

Fast-paced environment

Disponibility for 20 hours per week

Education

State licenses/permits/certificates

Tools

Smartlook

TurboTax/Tax software

Job description

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely, guiding them through federal and state returns with clear explanations of tax terms. You will handle tax advice, full-service return preparation, and software inquiries via video interactions.

The role emphasizes customer empathy, accuracy, and adherence to policies, with ongoing training and performance-based goals. US residency is required.