Remote Tax Advisor for Individual Returns

Intuit, Inc.; Carmel-by-the-Sea (CA); Remote; USD 30,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a motivated tax professional to support TurboTax customers in a fully remote, virtual environment. You will guide clients through tax returns, explain tax terms, and empower them to file confidently using TurboTax software.

Responsibilities include assisting customers via video tools, delivering accurate tax advice, and performing full-service returns with proper documentation. A strong emphasis on empathy, clear communication, and KPI alignment is required.

Qualifications

• 2+ years of tax preparation experience; federal and state 1040 returns for 30+ clients per season using commercial software.
• Must possess or obtain related state licenses/certificates.
• Active PTIN required.
• Working knowledge of Circular 230.

Responsibilities

• This is a virtual, customer-facing role; use video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product/software inquiries.
• Document customer interactions and resolve tax questions with clear everyday language.
• Support KPI metrics and participate in pilots or training as required.

Job description

Intuit, Inc. is seeking a motivated tax professional to support TurboTax customers in a fully remote, virtual environment. You will guide clients through tax returns, explain tax terms, and empower them to file confidently using TurboTax software.

Responsibilities include assisting customers via video tools, delivering accurate tax advice, and performing full-service returns with proper documentation. A strong emphasis on empathy, clear communication, and KPI alignment is required.