Virtual Tax Advisor - Remote Prep Expert

Intuit, Inc.; Wilmington (DE); Remote; USD 26,000 - 39,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely with tax preparation and guidance. The role focuses on high-quality customer interactions, clear explanations of tax concepts, and using TurboTax software to complete returns.

The position requires 2+ years of federal/state 1040 experience, PTIN, and the ability to work at least 20 hours per week from a dedicated internet connection in the United States. Bilingual English/Spanish is a plus.

Qualifications

• 2+ years of federal/state 1040 tax return preparation for at least 30 clients per season.
• Must possess or obtain state licenses/certificates/permits/bonds.
• Active PTIN required.
• Working knowledge of Circular 230.
• Willing to work minimum 20 hours per week.
• Proficient with technology; solid computer skills.
• Excellent verbal and written communication.
• Able to work in a fast-paced environment with minimal supervision.
• Must have or be willing to obtain a dedicated hardwired internet connection meeting security criteria.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsibilities

• Virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and troubleshoot tax questions.
• Meet KPI metrics and participate in trainings and projects.

Skills

Tax preparation

Customer service

Bilingual English/Spanish

Video conferencing

Problem solving

Education

PTIN

Tools

TurboTax

Tax software

Job description

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely with tax preparation and guidance. The role focuses on high-quality customer interactions, clear explanations of tax concepts, and using TurboTax software to complete returns.

The position requires 2+ years of federal/state 1040 experience, PTIN, and the ability to work at least 20 hours per week from a dedicated internet connection in the United States. Bilingual English/Spanish is a plus.