Virtual Tax Advisor for Tax Prep & Guidance

Intuit, Inc.; Moreno Valley (CA); Remote; USD 31,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely with tax preparation, guidance, and explanations of tax terms. You will help customers complete their returns and provide expert support via our video platform.

The role emphasizes accurate tax advice, friendly service, and the ability to translate complex tax concepts into everyday language while meeting performance targets and training requirements.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 tax returns.
• Must have or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Must be willing and available to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.

Responsibilities

• This is a virtual, customer-facing role; you will be using our state of the art video communications software (Smartlook) to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their tax returns with: Tax advice, Full Service return preparation and signature, Product/software inquires, Tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and your knowledge and expertise in tax preparation.
• Utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and preparation inquiries.
• Document customer interactions
• Work continuously toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations.

Skills

Tax preparation

Customer service

Communication skills

Tech proficiency

Critical thinking

Tools

Video software (Smartlook)

Tax software

Microsoft Office

Job description

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely with tax preparation, guidance, and explanations of tax terms. You will help customers complete their returns and provide expert support via our video platform.

The role emphasizes accurate tax advice, friendly service, and the ability to translate complex tax concepts into everyday language while meeting performance targets and training requirements.