Remote Tax Pro & Virtual Tax Advisor

Intuit, Inc.; Lancaster (OH); Remote; USD 26,000 - 33,000; Full time

Benefits offered by this job

Bonus

Equity rewards

Benefits package

Job summary

Intuit, Inc. is seeking a motivated tax professional for a virtual role focused on TurboTax guidance, expert tax preparation, and clear explanations of tax terms. You will interact with customers via video tools, resolve complex questions, and document outcomes.

The position requires 2+ years of 1040 experience, PTIN, and strong communication skills. A dedicated internet connection and US residency are essential. Bilingual skills are a plus.

Qualifications

• 2+ years of tax return experience preparing federal and state 1040 returns for 30+ clients per season.
• Active PTIN required or ability to obtain.
• State licenses, certificates, permits, or bonds required or to be obtained.
• Willing and available to work minimum 20 hours per week.
• Proficient with technology; solid computer skills.
• Bilingual English/Spanish a plus (written & spoken).
• Must reside in the United States.
• Knowledge of Circular 230 a plus.

Responsibilities

• This is a virtual, customer-facing role using Smartlook to interact with customers.
• Assist TurboTax customers with tax returns: tax advice, full service returns, product inquiries, and tax calculations.
• Create high quality customer interactions with empathy and deep tax knowledge.
• Use government websites and professional resources to deliver correct answers in everyday language.
• Apply procedures and company policies to troubleshoot and resolve inquiries.
• Document customer interactions and outcomes.
• Strive to meet KPI metrics and Big Bet Goals.
• Participate in pilot tests and trainings as required.

Skills

Tax preparation

Customer service

Video communication

Bilingual English/Spanish

Education

PTIN license

Tools

Smartlook

Job description

Intuit, Inc. is seeking a motivated tax professional for a virtual role focused on TurboTax guidance, expert tax preparation, and clear explanations of tax terms. You will interact with customers via video tools, resolve complex questions, and document outcomes.

The position requires 2+ years of 1040 experience, PTIN, and strong communication skills. A dedicated internet connection and US residency are essential. Bilingual skills are a plus.