Virtual Tax Advisor - Expert Tax Prep & Support

Intuit, Inc.; Monroe (MI); Remote; USD 31,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a motivated Tax Professional to support TurboTax customers remotely. You will provide expert tax guidance, perform full-service return preparation, and explain tax terms in plain language while maintaining a high standard of customer care.

You’ll interact through video and phone tools, work at least 20 hours per week, hold a PTIN, and reside in the United States. Bilingual English/Spanish is a plus and training is provided.

Qualifications

• Minimum 2 years of federal and state tax return prep experience.
• Active PTIN and ability to obtain state licenses.
• Willing to work at least 20 hours per week.
• Strong verbal and written communication skills.
• Proficient with technology and computer software.
• Bilingual English/Spanish a plus.

Responsibilities

• Interact with customers via video calls using Smartlook.
• Provide tax advice, full service return prep and signature.
• Answer product/software inquiries and perform tax calculations.
• Create high-quality customer interactions and document conversations.
• Adhere to defined procedures to resolve customer inquiries.
• Meet KPI metrics and participate in pilots and trainings.
• Complete all required trainings and development as determined.

Skills

Tax preparation

PTIN

Bilingual English/Spanish

Video/online communication

Remote work

Education

State licenses/certifications

Tools

Smartlook

Job description

Intuit, Inc. is seeking a motivated Tax Professional to support TurboTax customers remotely. You will provide expert tax guidance, perform full-service return preparation, and explain tax terms in plain language while maintaining a high standard of customer care.

You’ll interact through video and phone tools, work at least 20 hours per week, hold a PTIN, and reside in the United States. Bilingual English/Spanish is a plus and training is provided.