Remote Tax Advisor for Individual Returns

Intuit, Inc.; Lancaster (OH); Remote; USD 26,000 - 34,000; Part time

Job summary

Intuit, Inc. seeks a tax professional to assist TurboTax customers with federal and state returns in a virtual setting. You will guide customers through tax concepts, provide expert advice, perform full service return preparation, and explain tax terms in plain language.

The role requires 2+ years of 1040 experience, an active PTIN, state licenses, and the ability to work at least 20 hours per week. Bilingual English/Spanish is a plus, and you must reside in the United States.

Qualifications

• 2+ years of federal and state 1040 tax return experience for 30+ clients per season using tax software.
• Must hold or obtain state licenses, certificates, permits, or bonds.
• Active PTIN required.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Strong customer service and communication skills; proficient with technology.

Responsibilities

• This is a virtual, customer-facing role; you will be using our state of the art video communications software (Smartlook) to interact with customers.
• Provide tax advice, full service return preparation and signature.
• Handle product questions and tax calculations.
• Document customer interactions and meet KPI metrics.
• Complete required training and compliance requirements.

Skills

Customer service

Communication

Video conferencing

Bilingual (English/Spanish)

Education

Active PTIN

State licenses/certificates

Tools

TurboTax

Tax software

Video conferencing software

Job description

Intuit, Inc. seeks a tax professional to assist TurboTax customers with federal and state returns in a virtual setting. You will guide customers through tax concepts, provide expert advice, perform full service return preparation, and explain tax terms in plain language.

The role requires 2+ years of 1040 experience, an active PTIN, state licenses, and the ability to work at least 20 hours per week. Bilingual English/Spanish is a plus, and you must reside in the United States.