Virtual Tax Advisor for 1040 Returns

Intuit, Inc.; Los Gatos (CA); Remote; USD 30,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit is seeking a motivated tax professional to assist TurboTax customers remotely. You will guide clients through tax filings, offer expert tax advice, and handle product questions with clarity and empathy. A strong grasp of tax rules, excellent communication, and reliable tech are essential.

The role emphasizes customer-centric service, with training, KPI targets, and participation in pilots as needed. Requires residing in the United States and availability to work at least 20 hours weekly.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season using commercial software.
• Active PTIN and ability to obtain state licenses or permits.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and computer software.
• Strong customer service with professional video/audio interactions.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, and determination.
• Fast-paced work with minimal supervision.
• Dedicated hardwired internet connection meeting security criteria.
• U.S. resident; English/Spanish bilingual a plus.

Responsibilities

• Virtual, customer-facing role using video communications to assist TurboTax customers.
• Provide tax advice, full service return preparation, and product inquiries.
• Document customer interactions and resolve tax questions per policies.
• Meet KPIs and participate in pilots and trainings as required.

Skills

Tax preparation

Customer service

Verbal communication

Written communication

Problem solving

Technology proficiency

Bilingual English/Spanish

Job description

Intuit is seeking a motivated tax professional to assist TurboTax customers remotely. You will guide clients through tax filings, offer expert tax advice, and handle product questions with clarity and empathy. A strong grasp of tax rules, excellent communication, and reliable tech are essential.

The role emphasizes customer-centric service, with training, KPI targets, and participation in pilots as needed. Requires residing in the United States and availability to work at least 20 hours weekly.