Virtual Tax Advisor - Expert Prep & Customer Delight

Intuit, Inc.; Florida; Remote; USD 31,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a tax experienced professional to assist customers with tax returns remotely using TurboTax products. You will guide clients through tax terms, provide advice, and perform full-service return preparation with clear, empathetic communication.

Must have 2+ years of federal/state filing experience, PTIN, and ability to work at least 20 hours per week. Strong video/audio communication skills and a US residence are required; bilingual skills are a plus.

Qualifications

• 2+ years of federal and state tax return prep for 30+ clients per season.
• Active PTIN and state licenses/certificates.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and software.
• Strong customer service with video and audio tools.
• Excellent verbal and written communication.
• Reside in the United States.
• Bilingual English/Spanish a plus.
• Working knowledge of Circular 230.

Responsibilities

• Virtual, customer-facing role using Smartlook to interact with customers.
• Provide tax advice, full service return preparation, and signature; assist with product questions and tax calculations.
• Create high quality customer interactions and document conversations.
• Meet KPI metrics and participate in pilots and validations.
• Complete required training and professional development as determined by the business.

Skills

Customer service

Video tools

Written communication

Tech savvy

Problem solving

Education

PTIN

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a tax experienced professional to assist customers with tax returns remotely using TurboTax products. You will guide clients through tax terms, provide advice, and perform full-service return preparation with clear, empathetic communication.

Must have 2+ years of federal/state filing experience, PTIN, and ability to work at least 20 hours per week. Strong video/audio communication skills and a US residence are required; bilingual skills are a plus.