Remote Tax Advisor for 1040 Returns

Intuit, Inc.

Springfield (IL)

Remote

USD 29,000 - 37,000

Full time

45 hours ago
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Benefits offered by this job

Cash bonus
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Benefits

Job summary

Intuit, Inc. is hiring for a remote Tax Expert to assist TurboTax customers with tax preparation and guidance through video interactions. You will leverage your experience to explain tax concepts clearly and ensure accurate, compliant returns.

The role requires 2+ years of federal/state 1040 preparation, PTIN, and strong customer service skills. Minimum 20 hours weekly availability is required, with training and KPI-driven goals.

Qualifications

  • 2+ years of federal and state individual 1040 tax returns experience.
  • Active PTIN and ability to obtain related state licenses.
  • Knowledge of Circular 230.
  • Willing to work a minimum of 20 hours per week.
  • Must reside in the United States.

Responsibilities

  • Provide tax advice, full service return preparation and signature to TurboTax customers.
  • Interact with customers via video using the companys software.
  • Document customer interactions and resolve inquiries using defined policies.
  • Meet KPI metrics and participate in training and development.

Skills

Tax preparation
Customer service
Communication
PTIN knowledge
Circular 230 knowledge
Bilingual English/Spanish
Technical proficiency
Remote work capability

Tools

Tax software (TurboTax)

Job description

Intuit, Inc. is hiring for a remote Tax Expert to assist TurboTax customers with tax preparation and guidance through video interactions. You will leverage your experience to explain tax concepts clearly and ensure accurate, compliant returns.

The role requires 2+ years of federal/state 1040 preparation, PTIN, and strong customer service skills. Minimum 20 hours weekly availability is required, with training and KPI-driven goals.

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