Virtual Tax Pro — 1040 Expert

Intuit, Inc.; Greenville (SC); Remote; USD 29,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a virtual Tax Advisor to help customers complete their federal and state tax returns using TurboTax products. The role involves using video communications software to interact with clients and provide expert tax guidance, calculations, and explanations of tax terms.

The position requires 2+ years of tax preparation experience, active PTIN, and ability to work at least 20 hours per week. Bilingual English/Spanish is a plus; remote US-based work is supported.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns, for at least 30 clients per season.
• Must possess or be able to obtain related state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Strong communication and problem-solving skills.
• Ability to work in a fast-paced environment with minimal supervision.

Responsibilities

• Assist TurboTax customers via virtual video interactions.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Explain tax terms in everyday language and document interactions.
• Meet KPI metrics and participate in pilot testing and training requirements.

Skills

Tax preparation

Customer service

Video conferencing

Bilingual EN/ES

Job description

Intuit, Inc. is seeking a virtual Tax Advisor to help customers complete their federal and state tax returns using TurboTax products. The role involves using video communications software to interact with clients and provide expert tax guidance, calculations, and explanations of tax terms.

The position requires 2+ years of tax preparation experience, active PTIN, and ability to work at least 20 hours per week. Bilingual English/Spanish is a plus; remote US-based work is supported.