Remote Tax Advisor for Virtual Client Support

Intuit, Inc.; Springfield (OH); Remote; USD 26,000 - 34,000; Part time

Job summary

Intuit, Inc. is seeking a virtual tax professional in the United States to guide customers through tax returns using TurboTax products. You will provide expert tax guidance, perform full-service returns, and explain tax terms with clear language.

The role emphasizes customer empathy, knowledge of tax preparation, and adherence to company policies. Training and development are included, with flexible part-time hours.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season.
• Must possess or obtain state licenses, certificates, permits, or bonds.
• Active PTIN required to file returns.
• Working knowledge of Circular 230.
• Available to work a minimum of 20 hours per week.
• Proficient with technology; solid computer skills.
• Strong customer service via video and audio tools.
• Excellent verbal and written communication.
• Critical thinking, problem solving, and research abilities.
• Must reside in the United States.
• Bilingual English/Spanish is a plus.

Responsibilities

• This is a virtual, customer-facing role; you will use our video software to interact with customers.
• Help TurboTax customers with tax advice, full-service returns and software inquiries.
• Document customer interactions and resolve inquiries per policy.
• Create high quality interactions with empathy and tax knowledge.
• Utilize government sites and resources to provide accurate answers.
• Meet KPI metrics and participate in pilots and validations.
• Complete required training and compliance programs.

Skills

Tax prep experience

Customer service

Communication skills

PTIN knowledge

Video conferencing

Remote work capable

Bilingual EN/ES

Job description

Intuit, Inc. is seeking a virtual tax professional in the United States to guide customers through tax returns using TurboTax products. You will provide expert tax guidance, perform full-service returns, and explain tax terms with clear language.

The role emphasizes customer empathy, knowledge of tax preparation, and adherence to company policies. Training and development are included, with flexible part-time hours.