Remote 1040 Tax Pro & Virtual Tax Advisor

Intuit, Inc.; Kissimmee (FL); Remote; USD 25,000 - 34,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly motivated tax professional for a virtual customer-facing role assisting customers with tax preparation using TurboTax products.

You will provide expert guidance, explain tax concepts, and deliver high-quality service to help customers complete their tax returns. The role requires 2+ years of experience, active PTIN, ability to work at least 20 hours per week, and strong communication skills.

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 any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills with video and audio tools.
• Excellent verbal and written communication skills.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using Smartlook to interact with customers.
• Provide tax advice and full service return preparation and signature.
• Assist with product/software inquiries and tax calculations.
• Create high quality interactions with empathy and expertise in tax preparation.
• Document customer interactions and adhere to company policies.
• Meet KPI metrics and participate in pilots and training.

Skills

Tax preparation

Customer service

Communication

Bilingual English/Spanish

Education

PTIN

Tools

TurboTax software

Video/communication tools

Job description

Intuit, Inc. is seeking a highly motivated tax professional for a virtual customer-facing role assisting customers with tax preparation using TurboTax products.

You will provide expert guidance, explain tax concepts, and deliver high-quality service to help customers complete their tax returns. The role requires 2+ years of experience, active PTIN, ability to work at least 20 hours per week, and strong communication skills.