Virtual Tax Advisor - Customer-Focused Return Expert

Intuit, Inc.; New York (NY); Remote; USD 31,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a tax professional for a virtual customer-facing role. You will help clients complete federal and state 1040 returns, provide tax explanations, and assist with product inquiries via secure video sessions.

Requirements include 2+ years of tax prep experience, an active PTIN, and willingness to work at least 20 hours weekly from the United States. Bilingual English/Spanish is a plus.

Qualifications

• 2+ years of federal and state individual 1040 tax returns prepared for 30+ clients per season.
• Must possess or obtain related state licenses, certificates, permits, or bonds.
• Active PTIN required.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and computer software.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• Interact with customers virtually using video communications software.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and work toward KPI metrics.
• Participate in training, projects, and experience validations as needed.

Skills

Customer service

Verbal communication

Written communication

Critical thinking

Problem solving

Tech-savvy

Job description

Intuit, Inc. is seeking a tax professional for a virtual customer-facing role. You will help clients complete federal and state 1040 returns, provide tax explanations, and assist with product inquiries via secure video sessions.

Requirements include 2+ years of tax prep experience, an active PTIN, and willingness to work at least 20 hours weekly from the United States. Bilingual English/Spanish is a plus.