Virtual Tax Advisor for 1040 Returns

Intuit, Inc.; Maplewood (NJ); Remote; USD 30,000 - 39,000; Full time

Job summary

Intuit, Inc. in the United States is seeking a highly motivated tax professional to help customers complete their taxes using TurboTax products in a fully remote, customer-facing role. You will provide expert guidance, tax preparation, and explanations of tax and technical terms.

You will use our video tools to assist clients, handle federal and state returns, and ensure clear communications. Training and compliance requirements apply, and a dedicated high-speed internet connection is required.

Qualifications

• 2+ years of federal/state 1040 tax return experience for at least 30 clients per season.
• PTIN and state licenses or ability to obtain.
• Proficient with technology and video tools.
• Strong communication and problem-solving skills.
• Willingness to complete required training.

Responsibilities

• Interact with customers via video/voice while using Smartlook.
• Provide tax advice and full service return preparation.
• Explain tax terms in everyday language.
• Document interactions and meet KPI targets.
• Participate in training and pilots as needed.

Skills

Tax preparation

Customer service

Video support

Bilingual English/Spanish

TurboTax knowledge

Tools

Smartlook

TurboTax

Job description

Intuit, Inc. in the United States is seeking a highly motivated tax professional to help customers complete their taxes using TurboTax products in a fully remote, customer-facing role. You will provide expert guidance, tax preparation, and explanations of tax and technical terms.

You will use our video tools to assist clients, handle federal and state returns, and ensure clear communications. Training and compliance requirements apply, and a dedicated high-speed internet connection is required.