Remote Tax Pro & Client Advisor (1040)

Intuit, Inc.; Erie (Erie County); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a tax expert to guide customers through TurboTax. This is a virtual, customer-facing role using video software to assist individuals with federal and state returns, tax calculations, and product inquiries.

You will deliver high-quality interactions, maintain compliance with Circular 230, and complete required training. The position requires 2+ years of tax prep experience, PTIN, and willingness to work at least 20 hours weekly from the United States.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season using tax software.
• Must possess or obtain PTIN and related licenses/certificates.
• Familiarity with Circular 230 and professional standards.

Responsibilities

• This is a virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full service return preparation, and product inquiries.
• Explain tax terms and calculations in plain language.
• Document customer interactions and maintain accurate records.
• Meet KPI metrics and participate in pilots and training as required.

Skills

Tax prep

Customer service

Bilingual

Video calls

Communication

Job description

Intuit, Inc. is seeking a tax expert to guide customers through TurboTax. This is a virtual, customer-facing role using video software to assist individuals with federal and state returns, tax calculations, and product inquiries.

You will deliver high-quality interactions, maintain compliance with Circular 230, and complete required training. The position requires 2+ years of tax prep experience, PTIN, and willingness to work at least 20 hours weekly from the United States.