Virtual Tax Advisor - 1040 Expert (Remote)

Intuit, Inc.; Lutz (FL); Remote; USD 29,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a motivated tax professional for a remote, customer-facing role. You will guide customers through tax preparation using TurboTax, provide tax advice, and ensure accurate, compliant returns with clear explanations.

The position requires 2+ years of 1040 experience, PTIN, and willingness to train on company processes. Strong communication and technology skills are essential, with remote work from the United States.

Qualifications

• 2+ years preparing federal and state 1040 returns for 30+ clients per season with paid work.
• Active PTIN and ability to obtain state licenses.
• Working knowledge of Circular 230.
• Willing and able to work a minimum of 20 hours per week.
• Proficient with technology and video tools.
• Bilingual English/Spanish a plus.

Responsibilities

• This is a virtual, customer-facing role; you will use video software to interact with customers.
• Provide tax advice, full service return preparation and signature.
• Explain tax and technical terms in everyday language and document interactions.
• Meet KPI metrics and participate in trainings and validations.

Skills

Tax preparation

Customer service

Bilingual English/Spanish

Video/remote support

Attention to detail

Problem solving

Education

Active PTIN

State license eligibility

Tools

TurboTax software

Smartlook video tool

Internet / IT skills

Job description

Intuit, Inc. is seeking a motivated tax professional for a remote, customer-facing role. You will guide customers through tax preparation using TurboTax, provide tax advice, and ensure accurate, compliant returns with clear explanations.

The position requires 2+ years of 1040 experience, PTIN, and willingness to train on company processes. Strong communication and technology skills are essential, with remote work from the United States.