Remote Tax Pro & Customer Advisor

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

Job summary

Intuit, Inc. is seeking a tax professional to assist customers with federal and state 1040 returns remotely. The role involves live video interactions, tax advice, and full-service return preparation using TurboTax products.

You will explain tax terms, document interactions, and meet performance metrics. The position requires 2+ years of prep experience, active PTIN, and the ability to work at least 20 hours per week from the United States.

Qualifications

• 2+ years of experience preparing federal and state 1040 tax returns for at least 30 clients per season using commercial software.
• Must possess or obtain State licenses/certificates/permits.
• Active PTIN required and Circular 230 knowledge.

Responsibilities

• This is a virtual, customer-facing role using Smartlook to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Explain tax terms in everyday language and document customer interactions.
• Meet KPI metrics and participate in trainings and pilot projects.

Skills

Tax preparation

Customer service

Communication skills

Bilingual English/Spanish

Education

PTIN (active)

Tools

Smartlook

Job description

Intuit, Inc. is seeking a tax professional to assist customers with federal and state 1040 returns remotely. The role involves live video interactions, tax advice, and full-service return preparation using TurboTax products.

You will explain tax terms, document interactions, and meet performance metrics. The position requires 2+ years of prep experience, active PTIN, and the ability to work at least 20 hours per week from the United States.