Virtual Tax Pro & Client Advocate

Intuit, Inc.; Myrtle Point (OR); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. seeks a virtual Tax Preparer with tax experience to guide customers through TurboTax processes and explain complex terms. You will deliver tax advice, prepare returns, and handle product inquiries via video calls, ensuring accuracy and customer confidence.

Ideal candidates possess strong communication skills, a reliable internet connection, and the ability to work 20+ hours weekly from a remote setting across the United States.

Qualifications

• 2+ years of recent federal/state tax return preparation experience.
• Active PTIN or ability to obtain immediately.
• Strong written and verbal communication, with reliable video interaction skills.

Responsibilities

• This is a virtual, customer-facing role using video software to assist customers.
• Provide tax advice, full service return preparation, and product inquiries.
• Explain tax terms clearly, perform calculations, and ensure accurate returns.
• Document customer interactions and adhere to procedures and KPIs.
• Complete required training, participate in pilots, and support ongoing development.

Skills

Tax preparation

Customer service

Communication

Bilingual (English/Spanish)

Education

PTIN holder or able to obtain

State license/certificates (as applicable)

Tools

TurboTax software

Smartlook/video tools

Job description

Intuit, Inc. seeks a virtual Tax Preparer with tax experience to guide customers through TurboTax processes and explain complex terms. You will deliver tax advice, prepare returns, and handle product inquiries via video calls, ensuring accuracy and customer confidence.

Ideal candidates possess strong communication skills, a reliable internet connection, and the ability to work 20+ hours weekly from a remote setting across the United States.