Virtual Tax Preparer & Advisor

Intuit, Inc.; Town of Victor (NY); Remote; USD 31,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely with tax preparation and explanations of tax terms.

You will guide customers through federal and state returns, provide expert advice, and ensure accurate, compliant filings while delivering excellent service. The role emphasizes excellent communication, strong product knowledge, and the ability to work independently in a fast-paced virtual environment.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season.
• Active PTIN and state licenses/certificates if required.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and computer operations.
• Strong communication skills, both verbal and written.

Responsibilities

• This is a virtual, customer-facing role; you will be using our state of the art video communications software (Smartlook) to interact with customers.
• Provide tax advice, full service return preparation and signature.
• Answer product/software inquiries and handle tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and knowledge in tax preparation.
• Document customer interactions and work toward meeting KPI metrics.

Skills

Tax preparation

Customer service

Verbal communication

Written communication

Tech savviness

Bilingual English/Spanish

Remote work readiness

Attention to detail

Education

PTIN

State licenses/certificates

Circular 230 knowledge

Tools

Commercial tax software

Video/communication tools

Job description

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely with tax preparation and explanations of tax terms.

You will guide customers through federal and state returns, provide expert advice, and ensure accurate, compliant filings while delivering excellent service. The role emphasizes excellent communication, strong product knowledge, and the ability to work independently in a fast-paced virtual environment.