Virtual Tax Advisor - Prep, Guidance & Customer Support

Intuit, Inc.

Folsom (CA)

Remote

USD 31,000 - 39,000

Part time

7 hours ago

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Job summary

Intuit, Inc. is seeking a motivated tax professional to help customers complete their taxes using TurboTax products. You will provide expert guidance, perform tax preparation, and explain tax terms in plain language in a fully remote, customer-facing role.

The role requires 2+ years of federal/state 1040 experience, strong communication, and the ability to work at least 20 hours per week. You will use video tools to assist clients, document interactions, and contribute to KPI goals and training

Qualifications

2+ years of federal and state 1040 tax return preparation experience for at least 30 clients per season using tax software.
Strong communication skills and ability to explain tax concepts clearly.
Willingness to work minimum 20 hours per week.
Must reside in the United States.

Responsibilities

This is a virtual, customer-facing role; interact with customers via video communications software (Smartlook).
Provide tax advice and full-service return preparation and signing.
Answer product/software inquiries and perform tax calculations.
Document customer interactions and work toward KPIs and Big Bet Goals.
Participate in training and development as required by the business.