Virtual Tax Advisor & Prep Specialist

Intuit, Inc.; Florida; Remote; USD 48,000 - 82,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly motivated tax professional with TurboTax experience to assist customers in completing their federal and state tax returns in a virtual setting.

You will guide customers through tax preparation, explain terms, and provide expert guidance using our Smartlook video platform. The role emphasizes delivering high-quality customer interactions, applying tax knowledge to resolve inquiries, and meeting KPI metrics.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 tax returns for at least 30 clients per season using commercial tax preparation software.
• Must possess or be able to obtain state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using our video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Create high-quality customer interactions with empathy and deep tax knowledge.
• Use government sites and resources to deliver the right answer in everyday language.
• Document customer interactions and meet KPI metrics; participate in pilot testing and training as needed.

Skills

Tax preparation

Customer service

Verbal communication

Written communication

Bilingual (English/Spanish)

Education

State licenses/certificates

Tools

TurboTax software

Intuit security compliance

Job description

Intuit, Inc. is seeking a highly motivated tax professional with TurboTax experience to assist customers in completing their federal and state tax returns in a virtual setting.

You will guide customers through tax preparation, explain terms, and provide expert guidance using our Smartlook video platform. The role emphasizes delivering high-quality customer interactions, applying tax knowledge to resolve inquiries, and meeting KPI metrics.