Virtual Tax Advisor – 1040 Specialist (Remote)

Intuit, Inc.; Warrendale (Allegheny County); Remote; USD 30,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking assistants for TurboTax customers in a virtual role. You will guide customers through tax preparation, provide explanations of tax terms, and support full service returns with signature.

Candidates should have 2+ years of federal/state tax prep experience, a PTIN, and strong communication skills. A wired internet connection and the ability to work at least 20 hours weekly are required.

Qualifications

• 2+ years of recent federal/state individual 1040 tax return experience.
• Active PTIN and ability to obtain any required state licenses.
• Working knowledge of Circular 230 and compliance basics.
• Willing to work at least 20 hours per week.

Responsibilities

• Work virtually with customers using video software to provide tax guidance.
• Offer tax advice, full service return prep and signature, and product inquiries.
• Explain tax terms in everyday language and document interactions.
• Resolve inquiries using approved processes and team resources.
• Meet KPIs and participate in pilots and training as needed.

Skills

Customer service

Verbal communication

Written communication

Critical thinking

Problem solving

Technical proficiency

Video/Audio tools

Tools

Video software

Job description

Intuit, Inc. is seeking assistants for TurboTax customers in a virtual role. You will guide customers through tax preparation, provide explanations of tax terms, and support full service returns with signature.

Candidates should have 2+ years of federal/state tax prep experience, a PTIN, and strong communication skills. A wired internet connection and the ability to work at least 20 hours weekly are required.