Remote Tax Preparer & Customer Advisor

Intuit, Inc.; Boulder (CO); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit is seeking tax professionals to help customers complete their federal and state 1040 returns remotely using TurboTax software. You will provide expert tax guidance, answer questions, and ensure accurate, compliant filings with a strong emphasis on customer service and clear communication.

The role requires 2+ years of preparation experience, PTIN, and the ability to work at least 20 hours per week. Training and ongoing development are provided, and a support-based, virtual environment

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Active Preparer Tax Identification Number (PTIN) and working knowledge of Circular 230.
• Willingness to work minimum 20 hours per week.
• Proficient with technology and strong verbal/written communication.

Responsibilities

• Assist customers remotely via video using Intuit tools to provide tax advice and full service return preparation.
• Explain tax terms and guide customers through TurboTax processes with clear language.
• Document customer interactions and adhere to company procedures and KPIs.
• Complete required training and participate in pilots/experiments as needed.

Skills

Tax preparation

Customer service

Video/remote work

Bilingual English/Spanish

Tools

TurboTax software

Job description

Intuit is seeking tax professionals to help customers complete their federal and state 1040 returns remotely using TurboTax software. You will provide expert tax guidance, answer questions, and ensure accurate, compliant filings with a strong emphasis on customer service and clear communication.

The role requires 2+ years of preparation experience, PTIN, and the ability to work at least 20 hours per week. Training and ongoing development are provided, and a support-based, virtual environment