Remote Tax Preparer & Virtual Tax Advisor

Intuit, Inc.; Columbia Township (MO); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. seeks a tax professional to assist customers using TurboTax. You will guide clients through tax return preparation, offer tax explanations, and provide high-quality service in a virtual setting using secure video tools.

Key duties include delivering accurate tax advice, completing returns, answering product questions, and documenting interactions. Candidates should have strong communication skills, internet access, and flexibility for training and KPI-driven work.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax preparation software.
• Must possess or be able to obtain state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; solid computer skills.

Responsibilities

• This is a virtual, customer-facing role using our video communications software to interact with customers.
• Provide tax advice, complete full service return preparation and signature, and handle product questions.
• Explain tax concepts in everyday language and document customer interactions.
• Follow defined procedures and company policies to resolve tax questions and preparation inquiries.
• Meet KPI metrics and participate in pilots, trainings, and knowledge updates.

Skills

Tax preparation

Customer service

Communication skills

Bilingual (English/Spanish)

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. seeks a tax professional to assist customers using TurboTax. You will guide clients through tax return preparation, offer tax explanations, and provide high-quality service in a virtual setting using secure video tools.

Key duties include delivering accurate tax advice, completing returns, answering product questions, and documenting interactions. Candidates should have strong communication skills, internet access, and flexibility for training and KPI-driven work.