Remote Tax Pro & Advisor (1040 Specialist)

Intuit, Inc.; Palo Alto (CA); Remote; USD 29,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a virtual tax preparation specialist to help customers complete federal and state 1040 returns using TurboTax products. You will advise on tax terms, perform full-service preparation, and explain complex tax concepts in everyday language.

The role requires 2+ years of experience, active PTIN, state licenses, and the ability to work at least 20 hours weekly. Strong communication and customer-service skills are essential for success.

Qualifications

• Minimum 2 years of recent experience preparing federal and state 1040 tax returns 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.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Must be willing and available to work a minimum of 20 hours per week.

Responsibilities

• Interact with customers via video to provide tax advice and support.
• Perform full-service tax return preparation and e-signature.
• Assist with tax calculations and product inquiries.
• Document customer interactions and meet KPI targets.
• Complete required trainings and compliance programs.

Skills

Tax preparation

Customer service

Video communication

Education

PTIN

State licenses

Tools

Smartlook

Job description

Intuit, Inc. is seeking a virtual tax preparation specialist to help customers complete federal and state 1040 returns using TurboTax products. You will advise on tax terms, perform full-service preparation, and explain complex tax concepts in everyday language.

The role requires 2+ years of experience, active PTIN, state licenses, and the ability to work at least 20 hours weekly. Strong communication and customer-service skills are essential for success.