Virtual Tax Advisor & Returns Specialist

Intuit, Inc.; Lawrenceville (GA); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a tax professional to assist customers with federal and state tax returns using TurboTax. The role is virtual and customer-facing, requiring strong communication and tech skills to provide tax guidance, full-service preparation, and software support.

You will document interactions, work toward KPIs, and participate in ongoing training. The position supports work-from-home arrangements in the United States, with a base pay range reflecting state variations in the

Qualifications

• 2+ years of experience preparing federal and state individual 1040 returns for 30+ clients per season using tax software.
• Active PTIN; ability to obtain state licenses if required.
• Willingness to work at least 20 hours per week.
• Proficient with technology and software; strong documentation skills.

Responsibilities

• This is a virtual, customer-facing role using Smartlook to interact with customers.
• Provide tax advice, full-service return preparation and signature, and answer product/software inquiries.
• Calculate taxes and explain tax terms in everyday language.
• Document customer interactions and meet KPI metrics and company goals.
• Participate in training, tests, and cross-training as needed.

Skills

Tax preparation

Customer service

Communication skills

Tech proficiency

Bilingual English/Spanish

TurboTax software

Tools

TurboTax

Video conferencing software

Job description

Intuit, Inc. is seeking a tax professional to assist customers with federal and state tax returns using TurboTax. The role is virtual and customer-facing, requiring strong communication and tech skills to provide tax guidance, full-service preparation, and software support.

You will document interactions, work toward KPIs, and participate in ongoing training. The position supports work-from-home arrangements in the United States, with a base pay range reflecting state variations in the