Remote Tax Pro — 1040 Expert & Client Advisor

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

Job summary

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely across the United States. You will guide customers through tax returns, offer expert advice, and perform full-service return preparation with clear explanations of tax terms.

This is a virtual role emphasizing exceptional service and accuracy. The position requires strong communication skills, at least 2 years of recent tax prep experience, and the ability to work at least 20 hours per week.

Qualifications

• 2+ years of federal and state individual 1040 tax return experience for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Active Preparer Tax Identification Number (PTIN) required.
• Working knowledge of Circular 230.

Responsibilities

• Deliver tax advice and full service return preparation and signature.
• Interact with customers via video and audio tools in a professional, friendly manner.
• Document customer interactions and resolve inquiries per company policies.
• Work toward meeting KPI metrics and participate in training/development.

Skills

Tax preparation

Customer service

Video/phone communication

Written and verbal communication

Problem solving

Education

PTIN holder

State licenses/permits

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely across the United States. You will guide customers through tax returns, offer expert advice, and perform full-service return preparation with clear explanations of tax terms.

This is a virtual role emphasizing exceptional service and accuracy. The position requires strong communication skills, at least 2 years of recent tax prep experience, and the ability to work at least 20 hours per week.