Remote Tax Prep Specialist | 1040 Expert & Advisor

Intuit, Inc.; Concord (CA); Remote; USD 30,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a remote Tax Advisor to assist TurboTax customers with federal and state tax return preparation, advice, and explanations. You will use video communications to guide clients, document interactions, and help users navigate tax software with a customer-centric approach.

Requires 2+ years of experience, active PTIN, ability to work 20+ hours weekly, and strong communication skills. Bilingual English/Spanish is a plus; residents of the United States are preferred.

Qualifications

• 2+ years of recent federal and state 1040 tax return prep for at least 30 clients per season using commercial tax software.
• Active PTIN and ability to obtain related state licenses.
• Working knowledge of Circular 230.
• Willing and available to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong communication skills; customer service oriented.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.
• Dedicated hardwired internet connection meeting Intuit security criteria.

Responsibilities

• This is a virtual, customer-facing role; you will assist customers via video communications software.
• Provide tax advice and full service return preparation and signature.
• Answer product/software inquiries and perform tax calculations.
• Create high quality customer interactions and document them.
• Meet KPIs and participate in pilots and training.

Skills

Tax preparation experience

Customer service

Video/remote communication

PTIN/licensing readiness

Education

State licenses/certificates for tax preparation

Tools

Commercial tax software

Job description

Intuit, Inc. is seeking a remote Tax Advisor to assist TurboTax customers with federal and state tax return preparation, advice, and explanations. You will use video communications to guide clients, document interactions, and help users navigate tax software with a customer-centric approach.

Requires 2+ years of experience, active PTIN, ability to work 20+ hours weekly, and strong communication skills. Bilingual English/Spanish is a plus; residents of the United States are preferred.