Virtual Tax Pro & Advisor

Intuit, Inc.; Mahwah (NJ); Remote; USD 30,000 - 39,000; Full time

Job summary

Intuit, Inc. seeks a motivated tax professional for a virtual, customer-facing role. You will help clients complete federal and state returns using TurboTax, explain tax terms, and provide expert guidance via video interactions.

Training, compliance, and knowledge sharing are integral to delivering confident, service-driven support. You will collaborate with teams, utilize available resources, and maintain high standards of customer satisfaction while meeting performance metrics in a dynamic

Qualifications

• 2+ years of federal and state individual 1040 tax returns prepared for 30+ clients per season.
• Must possess or obtain related state licenses, certificates, permits, or bonds.
• Active PTIN required.

Responsibilities

• This is a virtual, customer-facing role with video interactions using our software.
• Provide tax advice, full service return preparation and signature, and answer product questions.
• Create high quality interactions with empathy and deep tax knowledge to guide customers.
• Use government websites and resources to find accurate answers in everyday language.
• Apply policies to troubleshoot tax advice inquiries and document customer interactions.
• Work toward KPI metrics and participate in pilots and trainings as needed.

Skills

Tax preparation experience

Customer service

Communication skills

Bilingual English/Spanish

Video/Audio tools

Tools

Smartlook

Job description

Intuit, Inc. seeks a motivated tax professional for a virtual, customer-facing role. You will help clients complete federal and state returns using TurboTax, explain tax terms, and provide expert guidance via video interactions.

Training, compliance, and knowledge sharing are integral to delivering confident, service-driven support. You will collaborate with teams, utilize available resources, and maintain high standards of customer satisfaction while meeting performance metrics in a dynamic