Remote Tax Prep Specialist: TurboTax Expert

Intuit, Inc.; Macon (GA); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a virtual Tax Preparer with TurboTax experience. You will guide customers through tax preparation, provide explanations of tax terms, and deliver high-quality service via video interactions.

Responsibilities include tax advice, full service returns, and answering product questions while maintaining documentation and KPI goals. Training and compliance programs are required.

Qualifications

• 2+ years of federal/state 1040 prep for 30+ clients per season using commercial software.
• Active PTIN possession; ability to obtain state licenses if needed.
• Knowledge of Circular 230 and tax compliance.
• Willingness to work a minimum of 20 hours per week.
• Proficient with technology and computer operations.
• Strong verbal and written communication; professional video interaction.
• Bilingual English/Spanish a plus; US residency required.

Responsibilities

• Virtual customer-facing role using video communications to interact with customers.
• Provide tax advice and full service return preparation and signature.
• Answer product/software inquiries and perform tax calculations.
• Create high quality customer interactions with empathy and expertise.
• Use government sites and resources to deliver accurate answers.
• Follow procedures to troubleshoot tax questions and document interactions.
• Meet KPI metrics and participate in pilots and trainings.

Skills

Tax preparation

Customer service

Video communication

Written communication

Research skills

Problem solving

Fast-paced adaptation

Attention to detail

Education

PTIN required

Tools

Smartlook

Job description

Intuit, Inc. is seeking a virtual Tax Preparer with TurboTax experience. You will guide customers through tax preparation, provide explanations of tax terms, and deliver high-quality service via video interactions.

Responsibilities include tax advice, full service returns, and answering product questions while maintaining documentation and KPI goals. Training and compliance programs are required.