Remote Tax Prep Pro — Virtual Client Support

Intuit, Inc.; Columbia Township (MO); Remote; USD 30,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a virtual tax professional with experience preparing federal and state 1040 tax returns for multiple clients per season. You will guide customers through tax concepts, provide advice, and complete returns using TurboTax software.

The role emphasizes exceptional customer service, clear explanations of tax terms, and adherence to compliance policies. Training and certification requirements are part of the job, and a flexible, remote work setup is supported.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax prep software.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signature, and respond to product inquiries.
• Create high quality customer interactions using empathy and deep tax knowledge.
• Document customer interactions and troubleshoot tax advice inquiries.
• Meet KPI metrics and participate in pilots and trainings as needed.

Skills

Tax preparation experience

Customer service

Bilingual English/Spanish

Education

PTIN (Preparer Tax Identification Number)

Tools

Commercial tax software

Job description

Intuit, Inc. is seeking a virtual tax professional with experience preparing federal and state 1040 tax returns for multiple clients per season. You will guide customers through tax concepts, provide advice, and complete returns using TurboTax software.

The role emphasizes exceptional customer service, clear explanations of tax terms, and adherence to compliance policies. Training and certification requirements are part of the job, and a flexible, remote work setup is supported.