Remote Tax Preparer & Advisor

Intuit, Inc.; Colorado Springs (CO); Remote; USD 29,000 - 37,000; Full time

Job summary

Intuit, Inc. is seeking individuals with tax preparation experience for a virtual, customer-facing role that supports TurboTax users. You will guide customers through tax returns, provide explanations of tax and software features, and ensure accurate, high-quality interactions using clear, everyday language.

The role requires at least 2 years of federal/state 1040 prep, PTIN, and state licensing readiness, with flexible hours (minimum 20 per week). Spanish language skills are a bonus.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season.
• Must possess or obtain State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work at least 20 hours per week.
• Proficient with technology; solid computer skills.
• Strong customer service and communication skills.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Create high quality customer interactions using empathy and expertise in tax preparation.
• Use government sites and resources to deliver accurate answers in everyday language.
• Apply procedures and policies to resolve tax advice and preparation inquiries.
• Document customer interactions.
• Meet KPI metrics and participate in pilots and training as needed.

Skills

Tax return prep

Customer service

Video communication

Communication skills

Education

PTIN

State licenses/certificates

Tools

Smartlook

Job description

Intuit, Inc. is seeking individuals with tax preparation experience for a virtual, customer-facing role that supports TurboTax users. You will guide customers through tax returns, provide explanations of tax and software features, and ensure accurate, high-quality interactions using clear, everyday language.

The role requires at least 2 years of federal/state 1040 prep, PTIN, and state licensing readiness, with flexible hours (minimum 20 per week). Spanish language skills are a bonus.