Remote Tax Expert & Advisor for Personal Returns

Intuit, Inc.; McAllen (TX); Remote; USD 23,000 - 52,000; Full time

Job summary

Intuit, Inc. is seeking a virtual tax professional with TurboTax experience to guide customers through tax preparation and explanations of terms. You will interact via our video tools, deliver accurate tax advice, and perform full service return preparation where needed.

The role emphasizes customer empathy, clear communication, and adherence to company procedures. Requires 2+ seasons of prep experience, PTIN, and willingness to train further, with a US residence and a minimum of 20 hours per

Qualifications

• 2+ years of federal/state individual 1040 preparation for at least 30 clients per season.
• Active PTIN; state licenses, permits or bonds as required.
• Knowledge of Circular 230.
• Willing to work minimum 20 hours per week.
• Proficient with technology and software.
• Bilingual English/Spanish a plus; reside in United States.

Responsibilities

• Virtual, customer-facing role using Smartlook to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and resolve inquiries per policies.
• Meet KPI metrics and participate in pilot testing and trainings.
• Ensure secure internet connection meeting Intuit criteria.

Skills

Tax preparation

Customer service

Communication skills

Video conferencing

Education

PTIN and state licenses

Circular 230 knowledge

Tools

Smartlook

Job description

Intuit, Inc. is seeking a virtual tax professional with TurboTax experience to guide customers through tax preparation and explanations of terms. You will interact via our video tools, deliver accurate tax advice, and perform full service return preparation where needed.

The role emphasizes customer empathy, clear communication, and adherence to company procedures. Requires 2+ seasons of prep experience, PTIN, and willingness to train further, with a US residence and a minimum of 20 hours per