Remote Tax Advisor — Video-Based Returns & Guidance

Intuit, Inc.; Modesto (CA); Remote; USD 31,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a virtual tax professional to assist TurboTax customers with tax returns, provide expert guidance, and explain tax terms. The role emphasizes empathy, clear communication, and accurate tax preparation.

Candidates should have tax prep experience, be eligible to obtain required licenses, and be ready to work at least 20 hours per week from a remote location in the United States. Bilingual ability is a plus and familiarity with TurboTax and Smartlook is beneficial.

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 related state licenses/certificates/permits.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work minimum 20 hours per week.
• Proficient with technology and software.
• Strong customer service skills to interact via video/audio tools.
• Excellent verbal and written communication skills.
• Critical thinking and problem solving.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have hardwired internet meeting Intuit criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will be using our video software (Smartlook) to interact with customers.
• Help TurboTax customers with tax advice, full service return preparation and signature, product questions, and tax calculations.
• Create high quality customer interactions and experiences with empathy and tax expertise.
• Use government sites, resources, and team input to deliver correct answers in everyday language.
• Document customer interactions and meet KPI metrics and Big Bet Goals.
• Participate in pilot testing and projects as needed.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Video/phone support

Bilingual English/Spanish

Strong communication

Analytical thinking

Education

PTIN credential

State licenses/certificates

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a virtual tax professional to assist TurboTax customers with tax returns, provide expert guidance, and explain tax terms. The role emphasizes empathy, clear communication, and accurate tax preparation.

Candidates should have tax prep experience, be eligible to obtain required licenses, and be ready to work at least 20 hours per week from a remote location in the United States. Bilingual ability is a plus and familiarity with TurboTax and Smartlook is beneficial.