Virtual Tax Pro: 1040 Expert & Client Advisor

Intuit, Inc.

Livonia (MI)

Remote

USD 30,000 - 39,000

Part time

8 hours ago

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Benefits offered by this job

Remote work

Job summary

Intuit, Inc. is seeking a highly motivated tax professional for a virtual role to help TurboTax customers complete their returns. You will provide expert guidance, accurate tax preparation, and clear explanations of tax terms to empower customers to file confidently.

The job requires 2+ years of federal/state 1040 preparation, active PTIN, and strong communication skills. You will work remotely, use our video tools, document interactions, and strive to meet KPI metrics while delivering excellent

Qualifications

2+ years of federal and state 1040 tax return preparation for multiple clients.
Active PTIN and ability to obtain state licenses if required.
Working knowledge of Circular 230.
Strong verbal and written communication skills.
Willingness to work a minimum of 20 hours per week.
Proficiency with tax software and online resources.
Bilingual English/Spanish is a plus.

Responsibilities

Virtual, customer-facing role using video communications to interact with customers.
Provide tax advice, full service return preparation and signature, and product inquiries.
Create high quality customer interactions with empathy and expertise.
Document customer interactions.
Meet KPI metrics and participate in trainings and pilots as needed.
Willing to complete required trainings including compliance and up-skilling.