Virtual Tax Preparer & Advisor (1040 Specialist)

Intuit, Inc.; Alpharetta (GA); Remote; USD 40,000 - 50,000; Full time

Job summary

Intuit is seeking a highly motivated tax professional for a virtual, customer-facing role helping TurboTax users complete their federal and state returns. You will provide expert tax guidance, explain terms, and guide customers through full service returns with confidence.

You will use our video tools to interact with customers, document interactions, meet KPI goals, and participate in training. Remote work in the United States; 20+ hours per week; English and Spanish bilingual skills a plus;

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season using commercial tax software.

Responsibilities

• Assist TurboTax customers via virtual video interactions to prepare and review tax returns.
• Provide tax advice and explanations of tax terms in clear, everyday language.
• Document customer interactions and help meet KPI metrics.

Skills

Tax prep

Customer service

Tech savvy

Bilingual EN/ES

Tools

Tax software

Job description

Intuit is seeking a highly motivated tax professional for a virtual, customer-facing role helping TurboTax users complete their federal and state returns. You will provide expert tax guidance, explain terms, and guide customers through full service returns with confidence.

You will use our video tools to interact with customers, document interactions, meet KPI goals, and participate in training. Remote work in the United States; 20+ hours per week; English and Spanish bilingual skills a plus;