Remote Tax Pro & Client Advisor (1040 Expert)

Intuit, Inc.; Pasadena (CA); Remote; USD 30,000 - 39,000; Part time

Job summary

Intuit, Inc. in the United States is seeking a tax prep professional for a virtual, customer-facing role. You will guide customers through tax preparation, answer questions, and provide explanations of tax terms using Intuit TurboTax products.

Responsibilities include delivering high-quality interactions, ensuring accurate returns, and documenting conversations while meeting KPI targets. A PTIN and familiarity with Circular 230 are required; at least 20 hours/week, with optional bilingual work

Qualifications

• 2+ years of recent experience preparing federal and state individual 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 PTIN.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills with professional video/audio communication.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have (or be willing to obtain) a dedicated hardwired internet connection meeting Intuit security criteria.
• Bilingual (English/Spanish) a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Explain tax and technical terms in everyday language and build customer confidence.
• Troubleshoot and resolve customer tax questions using defined practices and policies.
• Document customer interactions and meet KPI metrics and Big Bet Goals.
• Participate in pilot tests, projects, and experience validations; complete required training.

Job description

Intuit, Inc. in the United States is seeking a tax prep professional for a virtual, customer-facing role. You will guide customers through tax preparation, answer questions, and provide explanations of tax terms using Intuit TurboTax products.

Responsibilities include delivering high-quality interactions, ensuring accurate returns, and documenting conversations while meeting KPI targets. A PTIN and familiarity with Circular 230 are required; at least 20 hours/week, with optional bilingual work