Virtual Tax Advisor & Full-Service Prep Pro

Intuit, Inc.; Fort Mill (SC); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a qualified tax professional to assist TurboTax customers in a virtual, customer-facing role. You will provide expert tax guidance, prepare returns, and explain tax concepts in plain language to help customers with their tax needs.

Applicants should have 2+ years of federal and state 1040 experience, a PTIN, and the ability to work at least 20 hours per week. Bilingual English/Spanish is a plus; training and support are provided.

Qualifications

• 2+ years of federal and state individual 1040 tax returns experience for at least 30 clients per season using commercial tax software.
• Active PTIN and state licenses/certs where required.
• Willingness to work a minimum of 20 hours per week.

Responsibilities

• Virtual, customer-facing role using video tools to interact with customers.
• Provide tax advice, full service return preparation and signature, and software inquiries.
• Document customer interactions and work toward KPIs and program goals.

Skills

Tax preparation experience

Strong communication skills

Bilingual English/Spanish

Job description

Intuit, Inc. is seeking a qualified tax professional to assist TurboTax customers in a virtual, customer-facing role. You will provide expert tax guidance, prepare returns, and explain tax concepts in plain language to help customers with their tax needs.

Applicants should have 2+ years of federal and state 1040 experience, a PTIN, and the ability to work at least 20 hours per week. Bilingual English/Spanish is a plus; training and support are provided.