Remote Tax Pro & Client Advisor (1040 Expert)

Intuit, Inc.; Gainesville (GA); Remote; USD 26,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit, Inc. is seeking a virtual Tax Return Specialist with tax preparation experience to guide customers through TurboTax offerings. You will deliver accurate advice, perform returns, and explain tax terminology with empathy and clarity.

This remote, nationwide role requires strong communication, knowledge of federal and state forms, and the ability to work at least 20 hours per week. Bilingual English/Spanish is a plus.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 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 PTIN
• Working knowledge of Circular 230
• Must be willing and available to work a minimum of 20 hours per week

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers via video and audio tools
• Provide tax advice, full-service return preparation and signature, and handle product/software inquiries
• Document customer interactions and work toward meeting KPI metrics and company goals
• Participate in pilot testing, trainings, and development activities as needed

Skills

Tax preparation

Customer service

Video calls

Bilingual English/Spanish

Education

PTIN holder

State license

Tools

TurboTax

Smartlook

CRM software

Job description

Intuit, Inc. is seeking a virtual Tax Return Specialist with tax preparation experience to guide customers through TurboTax offerings. You will deliver accurate advice, perform returns, and explain tax terminology with empathy and clarity.

This remote, nationwide role requires strong communication, knowledge of federal and state forms, and the ability to work at least 20 hours per week. Bilingual English/Spanish is a plus.