Remote Tax Advisor & Prep Specialist

Intuit, Inc.; Concord (CA); Remote; USD 32,000 - 39,000; Full time

Job summary

Intuit, Inc. is hiring a qualified tax professional for a virtual role helping customers complete federal and state 1040 returns using TurboTax. You will provide tax guidance, perform full-service returns, and respond to product questions in clear, customer-friendly language.

Requirements include 2+ years of returns experience, a valid PTIN, and ability to work at least 20 hours weekly. A reliable hardwired internet connection and English/Spanish bilingual skills are a plus.

Qualifications

• 2+ years of experience preparing federal and state 1040 tax returns for at least 30 clients per season.
• Active PTIN and ability to obtain state licenses.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong verbal and written communication skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Dedicated hardwired internet connection that meets security criteria.
• Bilingual English/Spanish a plus.

Responsibilities

• This is a virtual, customer-facing role using Smartlook video software.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Explain tax terms in everyday language and document customer interactions.
• Meet KPIs and participate in training, pilots, and validations.
• Resolve inquiries using defined procedures and company policies.

Skills

Tax return prep

PTIN holder

Circular 230 knowledge

Customer service

Verbal communication

Written communication

Critical thinking

Problem solving

Fast-paced environment

Hardwired internet

Bilingual (EN/ES)

US resident

Tools

Smartlook

TurboTax software

Job description

Intuit, Inc. is hiring a qualified tax professional for a virtual role helping customers complete federal and state 1040 returns using TurboTax. You will provide tax guidance, perform full-service returns, and respond to product questions in clear, customer-friendly language.

Requirements include 2+ years of returns experience, a valid PTIN, and ability to work at least 20 hours weekly. A reliable hardwired internet connection and English/Spanish bilingual skills are a plus.