Remote Tax Pro & Customer Advisor (1040 Prep)

Intuit, Inc.; Town of Ossining (NY); Remote; USD 31,000 - 39,000; Full time

Job summary

Intuit, Inc. in the United States is hiring a virtual tax professional to guide customers through tax preparation using TurboTax products. You will deliver expert advice, prepare returns, and explain tax concepts via video interactions.

The role emphasizes empathy, accuracy, and clear communication, with ongoing training and KPI-driven goals. This position is remote within the United States.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns.
• Must possess or obtain state licenses, certificates, permits, or bonds.
• Active PTIN required.
• Knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and computer software.
• Strong verbal and written communication.
• Ability to work in a fast-paced environment with minimal supervision.
• Willing to obtain dedicated hardwired internet meeting Intuit criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Create high quality interactions with empathy and tax expertise.
• Use government sites and resources to deliver accurate answers in plain language.
• Apply procedures to troubleshoot tax advice and preparation questions.
• Document customer interactions and meet KPI metrics and Big Bet Goals.
• Participate in pilot testing and trainings as needed.

Skills

Customer service

Communication

Problem solving

Technical proficiency

Bilingual (English/Spanish)

Attention to detail

Tools

Smartlook

Job description

Intuit, Inc. in the United States is hiring a virtual tax professional to guide customers through tax preparation using TurboTax products. You will deliver expert advice, prepare returns, and explain tax concepts via video interactions.

The role emphasizes empathy, accuracy, and clear communication, with ongoing training and KPI-driven goals. This position is remote within the United States.