Virtual Tax Advisor – 1040 Expert

Intuit, Inc.; West Lafayette (IN); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. seeks a highly motivated tax professional for a virtual, customer-facing role helping TurboTax customers complete their returns. You will provide expert guidance, tax preparation, and explanations of tax terms via video interactions, delivering accurate results with empathy.

You will work with state and federal filings, ensure compliance, document interactions, and meet performance metrics. Remote, 20+ hours/week, PTIN/licenses required, and dedication to customer service is

Qualifications

• 2+ years of federal and state 1040 tax return prep experience for multiple clients per season
• Active PTIN and state licenses or ability to obtain
• Willing to work a minimum of 20 hours per week
• Proficient with technology and online tax software
• Strong verbal and written communication skills

Responsibilities

• Virtual, customer-facing role using video communications software to interact with customers
• Provide tax advice, full service return preparation and signature, and product inquiries
• Document customer interactions and resolve inquiries
• Meet KPI metrics and participate in pilots and trainings

Skills

Tax preparation

Customer service

Video communication

PTIN holder

Bilingual English/Spanish

Tech-savvy

Tools

Smartlook

Job description

Intuit, Inc. seeks a highly motivated tax professional for a virtual, customer-facing role helping TurboTax customers complete their returns. You will provide expert guidance, tax preparation, and explanations of tax terms via video interactions, delivering accurate results with empathy.

You will work with state and federal filings, ensure compliance, document interactions, and meet performance metrics. Remote, 20+ hours/week, PTIN/licenses required, and dedication to customer service is