Remote Tax Preparer & Virtual Tax Advisor

Intuit, Inc.; Center Square (PA); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. seeks a tax professional to assist TurboTax customers remotely, delivering tax advice and complete return preparation. You will communicate clearly, use online tools, and follow company policies to resolve inquiries while documenting interactions.

The role requires tax experience, PTIN, and ability to work at least 20 hours per week. Preference for bilingual English/Spanish and US residency.

Qualifications

• 2+ years of experience preparing federal and state 1040 tax returns for at least 30 clients per season.
• Active PTIN required or able to obtain.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.

Responsibilities

• Virtual, customer-facing role using video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Create high-quality customer interactions with empathy and expertise in tax preparation.
• Utilize government sites and resources to deliver accurate answers in everyday language.
• Document customer interactions and meet KPI metrics and Big Bet Goals.

Skills

Tax preparation

Customer service

Verbal and written communication

Bilingual English/Spanish

Education

PTIN

State licenses/permits

Tools

Smartlook

Video/Audio tools

Job description

Intuit, Inc. seeks a tax professional to assist TurboTax customers remotely, delivering tax advice and complete return preparation. You will communicate clearly, use online tools, and follow company policies to resolve inquiries while documenting interactions.

The role requires tax experience, PTIN, and ability to work at least 20 hours per week. Preference for bilingual English/Spanish and US residency.