Virtual Tax Advisor & Prep Specialist

Intuit, Inc.; Asheville (NC); Remote; USD 30,000 - 39,000; Part time

Job summary

Intuit, Inc. seeks a motivated tax professional to help TurboTax customers complete their federal and state returns remotely. You will provide expert tax guidance, explain tax terms, and deliver high-quality customer interactions to empower customers to prepare their taxes.

The role emphasizes strong communication, accuracy in tax preparation, and adherence to company policies and training requirements, with flexible hours and remote work options.

Qualifications

• 2+ years experience preparing federal and state 1040 returns for 30+ clients per season.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work minimum 20 hours per week.

Responsibilities

• Virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice and full service return preparation and signature.
• Answer product and software inquiries and perform tax calculations.
• Document customer interactions and meet KPI metrics.

Skills

Tax preparation

Customer service

Communication skills

Technical proficiency

Spanish bilingual

Education

PTIN

State licenses/certificates

Tools

Smartlook

TurboTax / tax software

Job description

Intuit, Inc. seeks a motivated tax professional to help TurboTax customers complete their federal and state returns remotely. You will provide expert tax guidance, explain tax terms, and deliver high-quality customer interactions to empower customers to prepare their taxes.

The role emphasizes strong communication, accuracy in tax preparation, and adherence to company policies and training requirements, with flexible hours and remote work options.