Virtual Tax Advisor - 1040 Expert

Intuit, Inc.; Gainesville (GA); Remote; USD 30,000 - 39,000; Part time

Benefits offered by this job

Bonus potential

Equity rewards

Job summary

Intuit, Inc. is seeking a tax-preparation professional for a virtual customer-facing role. You will guide customers through tax returns using TurboTax, explaining tax terms and providing expert advice to ensure accurate, complete filings.

Requirements include 2+ years of return preparation experience, PTIN, and strong communication skills. The role emphasizes training, compliance, and delivering high-quality customer interactions remotely.

Qualifications

• 2+ years of experience preparing federal and state individual 1040 returns for at least 30 clients per season.
• Active PTIN required or ability to obtain.
• Working knowledge of Circular 230.

Responsibilities

• Interact with customers virtually using video communications software (Smartlook).
• Provide tax advice and full service return preparation and signature.
• Answer product and software inquiries and perform tax calculations.
• Document customer interactions and meet KPI metrics.
• Complete required training and development as determined by the business.

Skills

Customer service

Verbal communication

Written communication

Tech proficiency

Bilingual (English/Spanish)

Video/Audio tools familiarity

Education

PTIN credential

State tax licenses/certificates

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a tax-preparation professional for a virtual customer-facing role. You will guide customers through tax returns using TurboTax, explaining tax terms and providing expert advice to ensure accurate, complete filings.

Requirements include 2+ years of return preparation experience, PTIN, and strong communication skills. The role emphasizes training, compliance, and delivering high-quality customer interactions remotely.