Remote Tax Pro & 1040 Specialist Advisor

Intuit, Inc.; Longmont (CO); Remote; USD 29,000 - 37,000; Full time

Job summary

Intuit, Inc. is seeking a qualified tax professional to assist customers with their TurboTax returns in a fully virtual role. You will deliver expert tax guidance, complete returns, and explain tax terms using everyday language.

Strong communication and customer empathy are essential to excel in this fast-paced position. The role requires at least 2 years of federal/state return experience, active PTIN, and the ability to work a minimum of 20 hours per week.

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.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work minimum 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Excellent verbal and written communication skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have or be willing to obtain a dedicated hardwired internet connection.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using our video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product/software inquiries.
• Document customer interactions and troubleshoot using defined procedures and company policies.
• Strive to meet KPI metrics and participate in pilots and experience validations.
• Complete required training and development as determined by the business.

Skills

Customer service

Verbal communication

Written communication

Video/audio tools

Bilingual (English/Spanish)

Job description

Intuit, Inc. is seeking a qualified tax professional to assist customers with their TurboTax returns in a fully virtual role. You will deliver expert tax guidance, complete returns, and explain tax terms using everyday language.

Strong communication and customer empathy are essential to excel in this fast-paced position. The role requires at least 2 years of federal/state return experience, active PTIN, and the ability to work a minimum of 20 hours per week.