Remote Tax Advisor — 1040 Specialist (Virtual)

Intuit, Inc.; Johnstown (Cambria County); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. seeks a virtual TurboTax tax preparer with tax preparation experience to guide customers through federal and state returns using TurboTax products. You will deliver expert explanations and help customers understand tax terminology while preparing accurate filings.

The role emphasizes strong communication, software proficiency, and meeting performance goals from a remote home office. Training and compliance requirements will be provided.

Qualifications

• 2+ years of federal and state 1040 tax returns experience 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.
• Working knowledge of Circular 230.
• Willing and able to work a minimum of 20 hours per week.
• Proficient with technology and general computer operations.

Responsibilities

• Interact with customers virtually using video and audio tools.
• Provide tax advice and full service return preparation and signature.
• Explain tax terminology and product software questions clearly.
• Document customer interactions and work toward KPI targets.
• Complete required training and comply with company policies.

Skills

Tax preparation

Customer service

Communication

Bilingual (English/Spanish)

Tools

Commercial tax software

Video conferencing

Job description

Intuit, Inc. seeks a virtual TurboTax tax preparer with tax preparation experience to guide customers through federal and state returns using TurboTax products. You will deliver expert explanations and help customers understand tax terminology while preparing accurate filings.

The role emphasizes strong communication, software proficiency, and meeting performance goals from a remote home office. Training and compliance requirements will be provided.