Remote Tax Pro & 1040 Expert Advisor

Intuit, Inc.; Scottsdale (AZ); Remote; USD 29,000 - 37,000; Part time

Job summary

Intuit, Inc. is seeking a virtual tax professional to assist TurboTax customers with tax preparation, guidance, and explanations of tax terms. You will interact via video, deliver high-quality service, and resolve inquiries using official resources.

The role emphasizes empathy, accuracy, and adherence to policy while meeting KPIs. Candidates should have 2+ years of federal/state return experience, PTIN, and knowledge of Circular 230.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Must possess or obtain state licenses, certificates, permits, or bonds.
• Active PTIN and working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week; strong tech proficiency.

Responsibilities

• Interact with customers virtually via video/audio tools in a professional, friendly manner.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and work toward KPI metrics and goals.
• Complete required training and participate in pilot tests and validations.

Skills

Tax preparation

Customer service

Verbal communication

Written communication

Problem solving

Fast-paced work

Bilingual (English/Spanish)

Research skills

Tools

Smartlook

Job description

Intuit, Inc. is seeking a virtual tax professional to assist TurboTax customers with tax preparation, guidance, and explanations of tax terms. You will interact via video, deliver high-quality service, and resolve inquiries using official resources.

The role emphasizes empathy, accuracy, and adherence to policy while meeting KPIs. Candidates should have 2+ years of federal/state return experience, PTIN, and knowledge of Circular 230.