Virtual Tax Advisor: Expert Prep & Client Guidance

Intuit, Inc.; Irvine (CA); Remote; USD 31,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a virtual tax preparer with 2+ years of federal/state returns experience. You will assist customers via video, provide tax guidance, and perform full-service return preparation. Strong communication, problem solving, and research skills are required.

A hardwired internet connection and PTIN are essential; bilingual English/Spanish is a plus. Remote, US residence required. The role emphasizes customer empathy, adherence to policies, and KPI-driven performance.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for 30+ clients per season.
• Active PTIN required.
• State licenses/certificates/permits/bonds as applicable.
• Knowledge of Circular 230 is required.
• Willing to work minimum 20 hours per week.
• Must reside in the United States and have a hardwired internet connection.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signature, and answer product/software inquiries.
• Document customer interactions and resolve inquiries following defined procedures.
• Aim to meet KPIs and participate in pilots and training as needed.
• Complete required training and professional development as determined by the business.

Skills

Tax preparation

Customer service

Communication skills

Problem solving

Research skills

Video communication

Technical proficiency

Bilingual English/Spanish

Job description

Intuit, Inc. is seeking a virtual tax preparer with 2+ years of federal/state returns experience. You will assist customers via video, provide tax guidance, and perform full-service return preparation. Strong communication, problem solving, and research skills are required.

A hardwired internet connection and PTIN are essential; bilingual English/Spanish is a plus. Remote, US residence required. The role emphasizes customer empathy, adherence to policies, and KPI-driven performance.