Remote Tax Pro & 1040 Expert - Virtual Client Advisor

Intuit, Inc.; Orlando (FL); Remote; USD 28,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a virtual tax professional with TurboTax experience to guide customers through federal and state returns. You will deliver expert tax advice, handle full service returns, and explain technical terms in clear, everyday language from a remote setting.

Applicants should have 2+ years of preparation experience, active PTIN, and the ability to work at least 20 hours per week. Bilingual English/Spanish is a plus, and you must reside in the United States.

Qualifications

• Minimum 2 years of federal and state tax return prep experience for 30 clients per season.
• Active PTIN and willingness to obtain any required licenses.
• Willingness to work a minimum of 20 hours per week.
• Bilingual English/Spanish a plus.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers via video communications software.
• Provide tax advice, full service return preparation and signatures, and respond to product inquiries.
• Explain tax terms in everyday language and document customer interactions.
• Work toward meeting KPI metrics and participate in training and development as required.

Skills

Video communication

Customer service

Tax knowledge

Bilingual English/Spanish

Problem solving

Education

PTIN practical requirement

Tools

Smartlook

Job description

Intuit, Inc. is seeking a virtual tax professional with TurboTax experience to guide customers through federal and state returns. You will deliver expert tax advice, handle full service returns, and explain technical terms in clear, everyday language from a remote setting.

Applicants should have 2+ years of preparation experience, active PTIN, and the ability to work at least 20 hours per week. Bilingual English/Spanish is a plus, and you must reside in the United States.