Virtual Tax Preparer & Advisor for 1040 Returns

Intuit, Inc.

New York (NY)

Remote

USD 31,000 - 39,000

Part time

Just now
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Job summary

Intuit, Inc. is seeking a virtual tax professional to help customers complete their federal and state returns using TurboTax products. You will deliver expert guidance, tax preparation, and clear explanations while building confidence through empathetic service.

The role requires 2+ years of tax prep experience, active PTIN, and the ability to work at least 20 hours per week from the United States. Strong communication and technical skills are essential, with bilingual English/Spanish being a

Qualifications

  • 2+ years preparing federal and state 1040 returns for 30+ clients per season.
  • Active PTIN and ability to obtain state licenses.
  • Familiar with Circular 230 and tax rules.
  • Willing to work a minimum of 20 hours per week.
  • Proficient with computers and software.
  • Bilingual English/Spanish is a plus.
  • Must reside in the United States.

Responsibilities

  • This is a virtual, customer-facing role using Smartlook to interact with customers.
  • Provide tax advice, full service return preparation, and product inquiries.
  • Assist with tax calculations and explanations of terms in plain language.
  • Create high quality customer interactions with empathy and expertise.
  • Document customer interactions and resolve inquiries.
  • Work toward KPI metrics and strategic goals.
  • Participate in pilot testing, projects, and training as needed.
  • Complete required trainings and compliance education.

Skills

Tax preparation
Customer service
Video support
Communication skills
Technical proficiency
Bilingual English/Spanish (plus)

Education

PTIN
State licenses
Circular 230 knowledge

Tools

TurboTax software
Smartlook video software

Job description

Intuit, Inc. is seeking a virtual tax professional to help customers complete their federal and state returns using TurboTax products. You will deliver expert guidance, tax preparation, and clear explanations while building confidence through empathetic service.

The role requires 2+ years of tax prep experience, active PTIN, and the ability to work at least 20 hours per week from the United States. Strong communication and technical skills are essential, with bilingual English/Spanish being a

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