Remote Tax Pro & Virtual Advisor

Intuit, Inc.; Colorado Springs (CO); Remote; USD 29,000 - 37,000; Full time

Job summary

Intuit, Inc. is seeking a motivated tax professional to assist customers remotely with tax preparation and guidance for TurboTax products. You will explain tax terms, perform returns, and ensure confident customer experiences via video tools.

Required: 2+ years of federal/state 1040 experience, PTIN, ability to work 20+ hours weekly, strong communication, and US residency. Bilingual English/Spanish is a plus; training and compliance are provided.

Qualifications

• 2+ years of federal/state 1040 tax return preparation experience.
• Active PTIN; state licenses/certifications as required.
• Knowledge of Circular 230 and tax terminology.
• Willingness to work minimum 20 hours per week.
• Strong communication skills and tech proficiency.
• Residence in the United States.

Responsibilities

• Assist TurboTax customers remotely with tax returns and explanations.
• Provide tax advice, full service return preparation, and signatures.
• Answer product/software inquiries and tax calculations.
• Create high quality customer interactions using empathy and expertise.
• Document customer interactions and adhere to procedures.
• Participate in training, projects, and KPI-focused activities.

Skills

Tax preparation

Customer service

Verbal and written communication

Bilingual English/Spanish

Problem solving

Education

PTIN credential

State licenses/certs

Tools

TurboTax software

Smartlook

Job description

Intuit, Inc. is seeking a motivated tax professional to assist customers remotely with tax preparation and guidance for TurboTax products. You will explain tax terms, perform returns, and ensure confident customer experiences via video tools.

Required: 2+ years of federal/state 1040 experience, PTIN, ability to work 20+ hours weekly, strong communication, and US residency. Bilingual English/Spanish is a plus; training and compliance are provided.