Virtual Tax Advisor & Prep Specialist

Intuit, Inc.; Overland Park (KS); Remote; USD 30,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a highly motivated Tax Professional to help customers complete their taxes using TurboTax products in a remote, virtual setting. You will provide expert guidance, tax preparation, and explanations of tax terms to empower customers to file confidently.

The role emphasizes using video tools to interact professionally, delivering accurate tax advice, and adhering to company policies while maintaining strong customer service standards.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season using commercial software.
• Must possess or be able to obtain related State licenses or PTIN.
• Working knowledge of Circular 230.

Responsibilities

• This is a virtual, customer-facing role; interact with customers via video communications software.
• Provide Tax advice, full service return preparation and signature, and product/software inquiries.
• Document customer interactions and troubleshoot tax questions.
• Meet KPI metrics and participate in training and development as required.

Skills

Tax preparation

Customer service

Video calls

Bilingual English/Spanish

Tools

Tax software

Job description

Intuit, Inc. is seeking a highly motivated Tax Professional to help customers complete their taxes using TurboTax products in a remote, virtual setting. You will provide expert guidance, tax preparation, and explanations of tax terms to empower customers to file confidently.

The role emphasizes using video tools to interact professionally, delivering accurate tax advice, and adhering to company policies while maintaining strong customer service standards.