Remote Tax Specialist & Advisor (1040 Expert)

Intuit, Inc.; Marietta (GA); Remote; USD 30,000 - 39,000; Part time

Job summary

Intuit TurboTax professionals are sought for a virtual, customer-facing role to guide clients through tax preparation and provide expert explanations of tax terms. You will handle tax advice, full service return preparation, and product inquiries via secure video tools.

The ideal candidate has strong communication skills, relevant tax experience, and a dedication to customer satisfaction while meeting company KPIs. A willingness to train and adapt to evolving programs is required.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds
• Must possess an active PTIN
• Working knowledge of Circular 230

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers
• Provide tax advice, full service return preparation and signature
• Explain tax terms and product/software questions to customers
• Document customer interactions and resolve inquiries according to policy
• Meet KPI metrics and participate in trainings and pilots as needed

Skills

Customer service

Verbal & written communication

Critical thinking & problem solving

Fast-paced environment

Bilingual English/Spanish (plus)

Education

Active PTIN

State license eligibility

Tools

Tax preparation software

Job description

Intuit TurboTax professionals are sought for a virtual, customer-facing role to guide clients through tax preparation and provide expert explanations of tax terms. You will handle tax advice, full service return preparation, and product inquiries via secure video tools.

The ideal candidate has strong communication skills, relevant tax experience, and a dedication to customer satisfaction while meeting company KPIs. A willingness to train and adapt to evolving programs is required.