Virtual Tax Advisor & Prep Specialist

Jobtome; Gastonia (NC); Remote; USD 30,000 - 39,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit is seeking a tax professional to assist TurboTax customers remotely. You will provide expert tax guidance, perform full-service return preparation, and explain complex tax terms in plain language.

Requirements include 2+ years of federal/state 1040 experience, PTIN, and strong customer service skills. This role is part-time (minimum 20 hours/week) with paid training and performance bonuses.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns.
• Preparing returns for 30+ clients per season for compensation.
• Must possess or obtain PTIN; active PTIN required.
• Working knowledge of Circular 230.
• Strong communication and problem-solving skills.

Responsibilities

• Provide tax advice and full service return preparation and signature.
• Interact with customers via virtual video and audio tools.
• Explain tax terms and guide customers using everyday language.
• Document customer interactions and maintain accurate records.
• Meet KPI metrics and participate in training and pilots.

Skills

Customer service

Tax preparation software

Video conferencing

PTIN

Bilingual English/Spanish

Tools

TurboTax

Intuit tools

Job description

Intuit is seeking a tax professional to assist TurboTax customers remotely. You will provide expert tax guidance, perform full-service return preparation, and explain complex tax terms in plain language.

Requirements include 2+ years of federal/state 1040 experience, PTIN, and strong customer service skills. This role is part-time (minimum 20 hours/week) with paid training and performance bonuses.