Virtual Tax Pro & Client Advisor (1040 Expert)

Intuit, Inc.; Murfreesboro (TN); Remote; USD 31,000 - 39,000; Full time

Job summary

Intuit is seeking a tax professional to assist TurboTax customers remotely. You will guide customers through tax preparation, provide tax explanations, and deliver exceptional service via video and audio tools.

The role emphasizes empathy, accuracy, and adherence to policies, with ongoing training and performance goals. The position supports flexible scheduling for a remote, nationwide workforce in the United States and requires active PTIN and state license readiness.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 tax returns for at least 30 clients per season.
• Must possess or be able to obtain related state licenses or permits.
• Must possess an active PTIN.
• Working knowledge of Circular 230.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers using video communications software.
• Provide tax advice and full service return preparation and signature.
• Document customer interactions and troubleshoot inquiries.
• Meet KPIs and participate in training and development as required.

Skills

Tax preparation experience

Customer service

Video communication

Bilingual English/Spanish

Education

Active PTIN

State licenses/certificates

Tools

Smartlook

TurboTax/Intuit software

Job description

Intuit is seeking a tax professional to assist TurboTax customers remotely. You will guide customers through tax preparation, provide tax explanations, and deliver exceptional service via video and audio tools.

The role emphasizes empathy, accuracy, and adherence to policies, with ongoing training and performance goals. The position supports flexible scheduling for a remote, nationwide workforce in the United States and requires active PTIN and state license readiness.