Remote Tax Pro - 1040 Expert & Client Advisor

Intuit, Inc.; Newton (MA); Remote; USD 31,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a motivated tax professional for a virtual, customer-facing role. You will assist TurboTax users with tax preparation, explanations of tax terms, and expert guidance through a video interface, enabling accurate returns and customer confidence.

Qualifications include 2+ years of federal/state return prep, PTIN, and knowledge of Circular 230. Remote work with a dedicated internet connection and a 20 hour/week minimum is expected; English/Spanish bilingual is a plus.

Qualifications

• 2+ years of federal/state tax return prep experience.
• PTIN active or able to obtain.
• Knowledge of Circular 230.
• Willing to work minimum 20 hours per week.
• Proficient with technology; solid computer skills.
• Strong verbal and written communication skills.
• Ability to work remotely with dedicated internet connection.
• Bilingual English/Spanish a plus.

Responsibilities

• Interact with customers via video and audio tools.
• Provide tax advice and full service return prep and signature.
• Explain tax concepts in plain language to customers.
• Document customer interactions and outcomes.
• Troubleshoot tax questions using government sites and resources.
• Meet KPIs and participate in pilots and validations.
• Complete required training and compliance modules.
• Assist customers with product inquiries and support.

Skills

Tax prep

Customer service

Verbal comm

Written comm

Critical thinking

Problem solving

Video tools

Internet access

Tools

Smartlook

Job description

Intuit, Inc. is seeking a motivated tax professional for a virtual, customer-facing role. You will assist TurboTax users with tax preparation, explanations of tax terms, and expert guidance through a video interface, enabling accurate returns and customer confidence.

Qualifications include 2+ years of federal/state return prep, PTIN, and knowledge of Circular 230. Remote work with a dedicated internet connection and a 20 hour/week minimum is expected; English/Spanish bilingual is a plus.