Remote Tax Return Advisor — 1040 Specialist

Intuit, Inc.; Worcester (MA); Remote; USD 31,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely.

You will provide expert tax guidance, perform full-service return preparation and signature, explain tax and product terms, and help customers navigate complex tax questions with clarity and empathy. The position requires 2+ years of federal/state 1040 experience, active PTIN, basic Circular 230 knowledge, and a willingness to work 20+ hours per week.

Qualifications

• 2+ years of federal and state 1040 tax return preparation for at least 30 clients per season using commercial software.
• Must possess or be able to obtain related state licenses, certificates, permits, or bonds.
• Active Preparer Tax Identification Number (PTIN).
• Knowledge of Circular 230.
• Willing and able to work a minimum of 20 hours per week.
• Proficient with technology and computer software.
• Strong customer service with professional video/audio interaction.
• Excellent verbal and written communication skills.
• Strong problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Dedicated hardwired internet connection meeting Intuit Security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will be using our video software (Smartlook) to interact with customers.
• Help TurboTax customers with: Tax advice
• Full service return preparation and signature
• Product/software inquiries
• Tax calculations
• Create high quality customer interactions and experiences with empathy and expertise in tax preparation.
• Use government sites and resources to deliver the right answers in everyday language.
• Apply company policies to troubleshoot and resolve inquiries.
• Document customer interactions
• Meet company KPI metrics and Big Bet Goals.
• Participate in pilot testing and projects as needed.
• Complete required training and development as determined by the business.

Skills

Customer service

Verbal communication

Written communication

Problem solving

Video interactions

Tools

Smartlook

Job description

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely.

You will provide expert tax guidance, perform full-service return preparation and signature, explain tax and product terms, and help customers navigate complex tax questions with clarity and empathy. The position requires 2+ years of federal/state 1040 experience, active PTIN, basic Circular 230 knowledge, and a willingness to work 20+ hours per week.