Virtual Tax Pro & Client Advisor

Intuit, Inc.; Colorado Springs (CO); Remote; USD 29,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit, Inc. is seeking a virtual tax professional to assist customers with TurboTax tax preparation and guidance. You will deliver expert explanations of tax concepts and help customers complete their returns through live video interactions.

The role emphasizes accuracy, empathy, and clear communication, with ongoing training and adherence to company policies. Remote work enables collaboration across the United States.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Active PTIN required or willing to obtain.
• State licenses, certificates, permits, or bonds as applicable.
• Strong communication skills for video and written channels.

Responsibilities

• This is a virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Create high quality customer interactions with empathy and clear explanations.
• Document customer interactions and work toward KPIs and project goals.
• Complete required training and development per business needs.

Skills

Tax preparation

Customer service

Bilingual English/Spanish

Video/phone support

Strong communication

Education

PTIN credential

State license required

Tools

Smartlook

CRM systems

Job description

Intuit, Inc. is seeking a virtual tax professional to assist customers with TurboTax tax preparation and guidance. You will deliver expert explanations of tax concepts and help customers complete their returns through live video interactions.

The role emphasizes accuracy, empathy, and clear communication, with ongoing training and adherence to company policies. Remote work enables collaboration across the United States.