Remote Tax Advisor - Video-First Client Support

Intuit, Inc.; Chula Vista (CA); Remote; USD 31,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a motivated tax professional for a virtual, customer-facing role in the United States. You will guide customers through their TurboTax returns, provide tax explanations, and deliver high-quality service using video communications.

Requirements include 2+ years of federal/state 1040 prep, active PTIN, strong communication, and the ability to work at least 20 hours weekly from a remote setting. Training and security-compliant internet access are required.

Qualifications

• 2+ years preparing federal and state 1040 returns for 30+ clients per season using tax software.
• Must have active PTIN and be able to obtain state licenses if required.
• Knowlege of Circular 230.
• Willing to work minimum 20 hours per week.
• Strong tech skills and comfort with computers and software.
• Excellent verbal and written communication.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have hardwired internet meeting security criteria.
• Reside in the United States.

Responsibilities

• Interact with customers virtually using video communications to provide tax advice and prepare returns.
• Provide full-service tax return preparation and signing.
• Answer product questions and tax calculations using everyday language.
• Document customer interactions and work toward KPIs and project goals.
• Participate in training and development programs as required.

Skills

Tax prep experience

Customer service

Bilingual English/Spanish

Video/phone communication

Tools

TurboTax

Job description

Intuit, Inc. is seeking a motivated tax professional for a virtual, customer-facing role in the United States. You will guide customers through their TurboTax returns, provide tax explanations, and deliver high-quality service using video communications.

Requirements include 2+ years of federal/state 1040 prep, active PTIN, strong communication, and the ability to work at least 20 hours weekly from a remote setting. Training and security-compliant internet access are required.