Remote Tax Consultant & TurboTax Advisor

Intuit, Inc.; Williamsport (Lycoming County); Remote; USD 30,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a virtual tax professional to assist TurboTax customers with federal and state returns, tax calculations, and explanations of terms. You’ll deliver expert guidance from a remote role, supporting customers with clarity and empathy.

The ideal candidate has 2+ years of 1040 experience, holds or can obtain a PTIN, and is comfortable using tax software and video tools. bilingual English/Spanish is a plus, and you must reside in the United States.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 tax returns for at least 30 clients per season.
• Active PTIN and willingness to obtain required licenses.
• Working knowledge of Circular 230.
• Willing to work minimum 20 hours per week.
• Proficient with technology and video communication tools.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will be using our video communications software (Smartlook) to interact with customers.
• Tax advice, full service return preparation and signature.
• Product/software inquiries and tax calculations.
• Create high quality customer interactions and experiences with deep customer empathy and expertise.
• Document customer interactions.
• Work toward meeting KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects and experience validations.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Communication skills

Problem solving

Tools

TurboTax

Tax software

Job description

Intuit, Inc. is seeking a virtual tax professional to assist TurboTax customers with federal and state returns, tax calculations, and explanations of terms. You’ll deliver expert guidance from a remote role, supporting customers with clarity and empathy.

The ideal candidate has 2+ years of 1040 experience, holds or can obtain a PTIN, and is comfortable using tax software and video tools. bilingual English/Spanish is a plus, and you must reside in the United States.