Virtual Tax Advisor for 1040 Returns

Intuit, Inc.; Mobile (AL); Remote; USD 26,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. seeks a remote tax professional to assist TurboTax customers with federal and state returns using video tools. You will provide expert guidance, tax explanations, and confident service while ensuring accuracy and customer satisfaction.

Requirements include 2+ years of 1040 prep, active PTIN, state licensing ability, strong communication, and a willingness to train on new offerings. Remote role nationwide in the U.S.; English/Spanish a plus.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season
• Active PTIN and ability to obtain state licenses/certificates
• Knowledge of Circular 230 and tax terminology
• Proficient with technology and video interaction tools

Responsibilities

• Interact with customers via virtual video sessions
• Provide tax advice and full-service return preparation
• Document customer interactions and resolve inquiries
• Meet KPIs and participate in projects and training

Skills

Tax preparation

Customer service

Communication skills

Bilingual English/Spanish

Problem solving

Education

PTIN

State licenses/certificates

Circular 230 knowledge

Tools

Smartlook

Job description

Intuit, Inc. seeks a remote tax professional to assist TurboTax customers with federal and state returns using video tools. You will provide expert guidance, tax explanations, and confident service while ensuring accuracy and customer satisfaction.

Requirements include 2+ years of 1040 prep, active PTIN, state licensing ability, strong communication, and a willingness to train on new offerings. Remote role nationwide in the U.S.; English/Spanish a plus.