Remote Tax Pro & Client Advisor (1040 Specialist)

Intuit, Inc.; Colorado Springs (CO); Remote; USD 29,000 - 37,000; Part time

Job summary

Intuit, Inc. is seeking a virtual Tax Professional with TurboTax experience to help customers complete federal and state tax returns. You will deliver tax guidance, perform full-service returns, and explain complex tax terms in plain language using video interactions.

Ideal candidates have 2+ years of return prep, PTIN, and strong communication skills. This remote role requires a dedicated internet connection and is open to those residing in the United States.

Qualifications

• 2+ years of federal and state 1040 tax return experience.
• Must have or obtain PTIN and any related state licenses.
• Willing to work a minimum of 20 hours per week.
• Strong verbal and written communication skills.
• Proficient with video/audio tools and tax software.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers via Smartlook.
• Provide tax advice, full service return prep and signature, and product inquiries.
• Explain tax terms in plain language and document customer interactions.
• Meet company KPIs and participate in training and pilots as needed.

Skills

Tax preparation

Customer service

Verbal & written communication

Video/Audio tools

TurboTax software

Bilingual (English/Spanish)

Education

PTIN

State licenses/certifications

Tools

Smartlook

TurboTax

PC/software proficiency

Job description

Intuit, Inc. is seeking a virtual Tax Professional with TurboTax experience to help customers complete federal and state tax returns. You will deliver tax guidance, perform full-service returns, and explain complex tax terms in plain language using video interactions.

Ideal candidates have 2+ years of return prep, PTIN, and strong communication skills. This remote role requires a dedicated internet connection and is open to those residing in the United States.