Virtual Tax Advisor & Prep Specialist

Intuit, Inc.; South Bend (IN); Remote; USD 26,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. seeks a virtual tax advisor with tax preparation experience to help customers complete their returns using TurboTax products.

You will explain tax terms clearly, provide full service preparation with signature, and guide customers through product questions, ensuring accurate results and confident interactions. You will use video/voice tools to communicate, document conversations, and work toward defined KPIs while completing required trainings and staying compliant.

Qualifications

• 2+ years of federal/state 1040 tax return prep for 30+ clients per season.
• Must hold PTIN or be able to obtain.
• Active knowledge of Circular 230.
• Available to work a minimum of 20 hours per week.
• Proficient with technology and video/audio communication.
• Must reside in the United States; bilingual English/Spanish a plus.

Responsibilities

• This is a virtual, customer-facing role; you will use our video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature; handle product/software inquiries.
• Explain tax terms in everyday language and document customer interactions.
• Work toward meeting KPI metrics and participate in pilots and trainings.
• Maintain secure documentation of customer interactions and ensure compliance.

Skills

Tax preparation

Customer service

Video/phone support

Bilingual English/Spanish

Tools

Smartlook

Job description

Intuit, Inc. seeks a virtual tax advisor with tax preparation experience to help customers complete their returns using TurboTax products.

You will explain tax terms clearly, provide full service preparation with signature, and guide customers through product questions, ensuring accurate results and confident interactions. You will use video/voice tools to communicate, document conversations, and work toward defined KPIs while completing required trainings and staying compliant.