Remote Tax Pro: 1040 Expert & Client Advisor

Intuit, Inc.; Waukesha (WI); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. is hiring for a virtual tax professional to assist customers with tax preparation and guidance using TurboTax products. You will deliver expert tax explanations, perform full-service returns when needed, and resolve product inquiries via secure video interactions.

The role emphasizes empathy, accuracy, and adherence to policies. The position requires at least 2 years of tax return experience, active PTIN, state licenses as applicable, and a willingness to work at least 20 hours per

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Must possess an active PTIN or obtain one.
• Working knowledge of Circular 230 and related tax rules.
• Willing to work a minimum of 20 hours per week.
• Must reside in the United States and have a dedicated internet connection.
• Bilingual English/Spanish is a plus.

Responsibilities

• Provide expert tax guidance and explanations to customers via video/phone.
• Perform full-service tax return preparation and signature when required.
• Address product and software inquiries and tax calculations.
• Document customer interactions and maintain data in CRM.
• Meet KPIs and participate in training and pilots as needed.

Skills

Tax prep

Customer service

Video support

Bilingual EN/ES

Education

Active PTIN

State licenses/certificates

Circular 230 knowledge

Tools

Smartlook

Job description

Intuit, Inc. is hiring for a virtual tax professional to assist customers with tax preparation and guidance using TurboTax products. You will deliver expert tax explanations, perform full-service returns when needed, and resolve product inquiries via secure video interactions.

The role emphasizes empathy, accuracy, and adherence to policies. The position requires at least 2 years of tax return experience, active PTIN, state licenses as applicable, and a willingness to work at least 20 hours per