Remote Tax Pro & Customer Advisor — 1040 Specialist

Intuit, Inc.; San Diego (CA); Remote; USD 31,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a virtual tax professional to assist TurboTax customers with federal and state returns, delivering expert guidance and explanations of tax concepts with clear, empathetic communication.

Responsibilities include tax advice, full-service return prep, and handling software inquiries via video interactions, while documenting interactions and meeting KPI targets. Training and development are provided.

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 related State licenses/certificates/permits; active PTIN; knowledge of Circular 230.

Responsibilities

• Virtual, customer-facing role using Smartlook to interact with customers.
• Provide tax advice, full-service return preparation and signature, product inquiries, and tax calculations.
• Document customer interactions and work toward KPI metrics and training requirements.

Skills

Tax preparation

Customer service

Communication

Video tools

Tools

Smartlook

Job description

Intuit, Inc. is seeking a virtual tax professional to assist TurboTax customers with federal and state returns, delivering expert guidance and explanations of tax concepts with clear, empathetic communication.

Responsibilities include tax advice, full-service return prep, and handling software inquiries via video interactions, while documenting interactions and meeting KPI targets. Training and development are provided.