Remote Tax Pro & Customer Advisor

Intuit, Inc.; Peoria (IL); Remote; USD 29,000 - 37,000; Part time

Job summary

Intuit, Inc. is seeking a virtual tax professional to assist TurboTax customers with tax preparation, advice, and explanations of tax terms. The role emphasizes delivering expert guidance, building confidence, and ensuring accurate returns through video interactions.

You will work remotely, handle 1040 federal/state returns for multiple clients, and engage with customers using industry-standard software while completing required trainings and maintaining compliance standards.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain relevant state licenses/certificates.
• Active PTIN required.
• Willingness to work minimum 20 hours per week.
• Proficient with technology and video/audio tools.

Responsibilities

• Provide tax advice and full service return preparation and signature.
• Interact with customers via video communications software (Smartlook).
• Document customer interactions and support cases; resolve inquiries per policy.
• Meet KPIs and participate in training and pilot projects as needed.

Skills

Tax preparation

Customer service

Video communication

Bilingual (Eng/Span)

Fast-paced environment

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a virtual tax professional to assist TurboTax customers with tax preparation, advice, and explanations of tax terms. The role emphasizes delivering expert guidance, building confidence, and ensuring accurate returns through video interactions.

You will work remotely, handle 1040 federal/state returns for multiple clients, and engage with customers using industry-standard software while completing required trainings and maintaining compliance standards.