Remote Tax Advisor & Preparer (1040 Specialist)

Intuit, Inc.; Concord (NC); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to help TurboTax customers complete federal and state returns with expert guidance and clear explanations of tax terms.

This remote, customer-facing role uses video tools to interact with clients and deliver high-quality service. You will provide tax advice, full-service return preparation, and respond to product inquiries, while documenting interactions and meeting KPI goals.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain related state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.

Responsibilities

• This is a virtual, customer-facing role; you will be using our video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and answer product/software questions.
• Document customer interactions and work toward meeting KPI metrics and Big Bet Goals.
• Participate in training, projects, and experience validations as needed.

Skills

Tax preparation

Federal/state returns

Customer service

Video/remote communication

Attention to detail

Tools

TurboTax Software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to help TurboTax customers complete federal and state returns with expert guidance and clear explanations of tax terms.

This remote, customer-facing role uses video tools to interact with clients and deliver high-quality service. You will provide tax advice, full-service return preparation, and respond to product inquiries, while documenting interactions and meeting KPI goals.