Remote Tax Pro & Advisor (1040 Expert)

Intuit, Inc.; Sarasota (FL); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely. You will guide clients through their tax returns, provide expert tax explanations, and perform full service preparation with signatures when needed.

Ideal candidates have 2+ years of federal/state return experience, an active PTIN, and strong communication skills. A dedicated home internet connection and English/Spanish bilingual abilities are a plus. Training and compliance are required.

Qualifications

• 2+ years of federal/state 1040 tax return preparation for 30+ clients per season.
• Active PTIN.
• State licenses/certificates/bonds as required.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; strong computer operations.
• Bilingual English/Spanish a plus.

Responsibilities

• Interact with customers via video and audio tools using our software.
• Provide tax advice, full service return preparation and signatures.
• Explain tax terms and calculations in everyday language.
• Document customer interactions and maintain records.
• Meet KPI metrics and participate in training and development as required.

Skills

Tax prep experience

Customer service

Bilingual English/Spanish

PTIN holder

Tech savvy

Education

Active PTIN

Tools

Smartlook

TurboTax

Job description

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely. You will guide clients through their tax returns, provide expert tax explanations, and perform full service preparation with signatures when needed.

Ideal candidates have 2+ years of federal/state return experience, an active PTIN, and strong communication skills. A dedicated home internet connection and English/Spanish bilingual abilities are a plus. Training and compliance are required.