Virtual Tax Preparer & TurboTax Advisor

Intuit, Inc.; Gilbert (AZ); Remote; USD 31,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a motivated tax professional for a virtual, customer-facing role supporting TurboTax customers. You will guide clients through tax preparation, provide explanations of tax terms, and deliver high-quality interactions using video tools.

Responsibilities include tax advice, full-service return preparation, and assisting with product questions. The role requires active PTIN, knowledge of Circular 230, and a minimum of 20 hours per week, with remote work across the United

Qualifications

• 2+ years of federal/state 1040 prep for 30+ clients per season using commercial software.
• Active PTIN required.
• Knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.

Responsibilities

• Interact with customers virtually using our video software to provide tax guidance.
• Assist with full-service tax return preparation and signatures.
• Explain tax terms in plain language and document interactions.
• Meet KPI metrics and participate in trainings and pilots as needed.
• Follow procedures and policies to resolve customer inquiries and ensure secure handling of tax information.

Skills

Tax preparation

Bilingual English/Spanish

Tech savvy

Circular 230 knowledge

Education

PTIN credential

Tools

Smartlook

Job description

Intuit, Inc. is seeking a motivated tax professional for a virtual, customer-facing role supporting TurboTax customers. You will guide clients through tax preparation, provide explanations of tax terms, and deliver high-quality interactions using video tools.

Responsibilities include tax advice, full-service return preparation, and assisting with product questions. The role requires active PTIN, knowledge of Circular 230, and a minimum of 20 hours per week, with remote work across the United