Remote Tax Advisor & Virtual Prep Specialist

Intuit, Inc.; Evansville (IN); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a virtual tax professional to assist TurboTax customers with federal and state returns, tax explanations, and software questions. You will interact with customers via video and audio tools, delivering high-quality service and ensuring accuracy.

The role requires 2+ years of tax preparation experience, active PTIN, and ability to work at least 20 hours per week from a dedicated internet connection. Bilingual English/Spanish is a plus.

Qualifications

• 2+ years preparing federal and state 1040 returns for 30+ clients per season using commercial software.
• Active PTIN and ability to obtain state licenses.
• Familiar with Circular 230 and tax compliance requirements.
• Willing to work a minimum of 20 hours per week with a dedicated hardwired internet connection.
• Strong communication and customer service skills for video interactions.

Responsibilities

• Virtual, customer-facing role using video software to assist TurboTax customers.
• Provide tax advice, full service return preparation and explanations of tax terms.
• Document customer interactions and work toward KPI targets.
• Participate in training and pilot projects as needed.
• Troubleshoot inquiries per company policies and sources.

Skills

Tax return prep (1040)

Client load 30+ per season

Active PTIN

State licenses/permits

Circular 230 knowledge

Technical proficiency

Video/phone customer service

Bilingual English/Spanish

20 hours/week ability

Hardwired internet

Tools

TurboTax

Job description

Intuit, Inc. is seeking a virtual tax professional to assist TurboTax customers with federal and state returns, tax explanations, and software questions. You will interact with customers via video and audio tools, delivering high-quality service and ensuring accuracy.

The role requires 2+ years of tax preparation experience, active PTIN, and ability to work at least 20 hours per week from a dedicated internet connection. Bilingual English/Spanish is a plus.