Virtual Tax Advisor: Expert Tax Prep & Guidance

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

Job summary

Intuit, Inc. is seeking individuals with tax preparation experience for a virtual, customer-facing role helping customers complete their taxes using TurboTax products.

You will provide expert guidance, tax explanations, and high-quality service to empower customers to prepare their taxes. The role requires technical proficiency, strong communication, and the ability to work remotely while meeting performance KPIs.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.

Responsibilities

• This is a virtual, customer-facing role; use our video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and handle product inquiries.
• Document customer interactions and meet KPI metrics.

Skills

Customer service

Tax knowledge

Video/Audio communication

Problem solving

Education

PTIN holder

State licenses/certificates

Circular 230 knowledge

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking individuals with tax preparation experience for a virtual, customer-facing role helping customers complete their taxes using TurboTax products.

You will provide expert guidance, tax explanations, and high-quality service to empower customers to prepare their taxes. The role requires technical proficiency, strong communication, and the ability to work remotely while meeting performance KPIs.