Remote Tax Pro & Customer Advisor (1040 Returns)

Intuit, Inc.; Fresno (CA); Remote; USD 30,000 - 39,000; Full time

Job summary

Intuit, Inc. in the United States is seeking a virtual tax professional with experience preparing federal and state returns to assist customers using TurboTax products. You will guide clients, perform tax calculations, and explain terms in plain language.

This role is remote and requires at least 20 hours per week, active PTIN, and compliance with Circular 230. Strong communication and customer service skills are essential, with bilingual English/Spanish a plus.

Qualifications

• 2+ years of federal/state tax return prep experience for 30+ clients per season.
• Active PTIN and ability to obtain state licenses.
• Working knowledge of Circular 230.
• Willing to work at least 20 hours/week.
• Strong communication and customer service, via video/phone.
• Must reside in the United States and have a hardwired Internet connection.

Responsibilities

• Assist customers virtually using video communications to complete tax returns and provide tax advice.
• Provide full-service return preparation and signature.
• Explain tax terms in plain language and document interactions.
• Meet KPIs and participate in training and pilots.

Skills

Tax preparation

Video/phone communication

PTIN holder

Bilingual English/Spanish

Tools

TurboTax software

Circular 230 knowledge

Job description

Intuit, Inc. in the United States is seeking a virtual tax professional with experience preparing federal and state returns to assist customers using TurboTax products. You will guide clients, perform tax calculations, and explain terms in plain language.

This role is remote and requires at least 20 hours per week, active PTIN, and compliance with Circular 230. Strong communication and customer service skills are essential, with bilingual English/Spanish a plus.