Remote Tax Advisor — Virtual Tax Prep Specialist

Jobtome; Reading (Berks County); Remote; USD 30,000 - 39,000; Full time

Job summary

Intuit is seeking a motivated tax professional to help TurboTax customers complete their taxes virtually. You will provide expert guidance, tax preparation, and explanations of tax terms while using our video platform and maintaining high customer satisfaction.

Requirements include 2+ years of federal/state 1040 experience, PTIN, Circular 230 knowledge, and the ability to work at least 20 hours weekly from the United States. Strong communication and technology skills are essential.

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.
• Active PTIN and any related State licenses or permits.
• Working knowledge of Circular 230.
• Must reside in the United States; able to work minimum 20 hours per week.
• Strong customer service and communication skills in video interactions.

Responsibilities

• Provide tax advice and full-service tax preparation and signature for TurboTax customers.
• Use video Communications software to interact with customers and document interactions.
• Explain tax and technical terms in everyday language.
• Troubleshoot inquiries following defined practices and company policies.
• Meet KPI metrics and participate in training and pilot projects.

Skills

Customer service

Verbal communication

Written communication

Critical thinking

Problem solving

Tech savvy

Adaptability

Tools

Tax preparation software

Job description

Intuit is seeking a motivated tax professional to help TurboTax customers complete their taxes virtually. You will provide expert guidance, tax preparation, and explanations of tax terms while using our video platform and maintaining high customer satisfaction.

Requirements include 2+ years of federal/state 1040 experience, PTIN, Circular 230 knowledge, and the ability to work at least 20 hours weekly from the United States. Strong communication and technology skills are essential.