Remote Tax Return Specialist — Virtual Advisor

Intuit, Inc.; Philadelphia (Philadelphia County); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a virtual tax professional to assist TurboTax customers with federal and state returns, delivering expert guidance, tax explanations, and full-service preparation with signature using our video tools.

You should have 2+ years of tax return experience, a valid PTIN, and strong communication skills. This remote role requires a reliable hardwired internet connection and residency in the United States.

Qualifications

• 2+ years of federal and state 1040 tax return experience.
• Active PTIN
• Willing to work minimum 20 hours per week
• Strong verbal and written communication skills
• Bilingual English/Spanish is a plus
• Must reside in the United States

Responsibilities

• This is a virtual, customer-facing role; use our video tools to interact with customers.
• Provide tax advice, full service return preparation and signature, and handle product inquiries.
• Document customer interactions and resolve tax questions using defined procedures.
• Meet KPI metrics and participate in pilots and trainings as needed.
• Maintain up-to-date knowledge and use resources to deliver accurate answers to customers.

Skills

Tax preparation

Customer service

Verbal communication

Written communication

Bilingual English/Spanish

Remote work readiness

Tools

TurboTax

Smartlook video software

Job description

Intuit, Inc. is seeking a virtual tax professional to assist TurboTax customers with federal and state returns, delivering expert guidance, tax explanations, and full-service preparation with signature using our video tools.

You should have 2+ years of tax return experience, a valid PTIN, and strong communication skills. This remote role requires a reliable hardwired internet connection and residency in the United States.