Virtual Tax Advisor & Prep Specialist

Intuit, Inc.; Monroe (LA); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a remote tax professional to assist TurboTax customers with tax planning, advice, and full-service return preparation. You will communicate via video to explain tax concepts clearly and ensure precise filings for federal and state returns.

The role requires 2+ years of recent 1040 experience, active PTIN, and willingness to work at least 20 hours per week. Bilingual English/Spanish is a plus; strong customer service and technology skills are essential.

Qualifications

• 2+ years preparing federal and state 1040 returns for at least 30 clients per season using commercial tax software.
• Active PTIN is required.
• State licenses/certificates/permits/bonds as applicable.
• Willing to work minimum of 20 hours per week.
• Bilingual English/Spanish is a plus.

Responsibilities

• Assist TurboTax customers virtually via video communications to provide tax advice and support.
• Prepare and sign full service tax returns.
• Answer product and software inquiries.
• Compute taxes and explain tax terminology to customers.
• Document customer interactions and maintain accurate records.
• Participate in training, pilot tests, and process improvements.

Skills

Tax preparation

Federal/state returns

PTIN

State licenses

Bilingual English/Spanish

Video/Audio communication

Tools

Video communication software

Job description

Intuit, Inc. is seeking a remote tax professional to assist TurboTax customers with tax planning, advice, and full-service return preparation. You will communicate via video to explain tax concepts clearly and ensure precise filings for federal and state returns.

The role requires 2+ years of recent 1040 experience, active PTIN, and willingness to work at least 20 hours per week. Bilingual English/Spanish is a plus; strong customer service and technology skills are essential.