Virtual Tax Advisor & Prep Specialist

Jobtome; Myrtle Point (OR); Remote; USD 42,000 - 62,000; Full time

Job summary

Intuit is seeking a highly motivated tax professional to support TurboTax customers remotely, delivering expert guidance, tax preparation, and explanations of tax terms with clear, empathetic communication.

You will interact with customers via video and audio tools, provide both tax advice and full-service return preparation, and document every interaction while aiming to meet KPI metrics and participate in pilot tests.

Qualifications

• 2+ years of federal and state 1040 tax return prep experience.
• PTIN and applicable state licenses required or obtainable.
• Strong verbal and written communication skills.
• Proficient with tax software and online resources.

Responsibilities

• Provide tax advice and full-service return preparation.
• Assist customers via video and audio tools.
• Document interactions and maintain accurate records.
• Meet KPIs and participate in pilots and training.

Skills

Customer service

Verbal & written communication

Bilingual English/Spanish

Critical thinking

Tech proficiency

Fast-paced work

Tools

TurboTax software

Smartlook video tool

Job description

Intuit is seeking a highly motivated tax professional to support TurboTax customers remotely, delivering expert guidance, tax preparation, and explanations of tax terms with clear, empathetic communication.

You will interact with customers via video and audio tools, provide both tax advice and full-service return preparation, and document every interaction while aiming to meet KPI metrics and participate in pilot tests.