Remote Tax Prep Specialist (Virtual Support)

Intuit, Inc.; Town of Victor (NY); Remote; USD 30,000 - 39,000; Full time

Job summary

Intuit, Inc. seeks a highly motivated tax professional for a virtual, customer-facing role in the United States. You will guide customers through TurboTax tax preparation, provide explanations of tax terms, and ensure accurate, compliant returns with empathy and clear language.

Requirements include 2+ years of tax prep experience, active PTIN, and ability to work at least 20 hours weekly. Strong communication skills and familiarity with digital tools are essential.

Qualifications

• 2+ years of recent federal and state individual 1040 tax returns for at least 30 clients per season using tax software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing and available to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills – ability to interact with customers through video and audio tools.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have (or be willing to obtain) a dedicated hardwired internet connection that meets Intuit Security criteria.
• Bilingual (English/Spanish) communication skills a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers using Smartlook video communications software.
• Help TurboTax customers with tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions and experiences with empathy and deep tax knowledge.
• Utilize government websites and professional resources to deliver the right answer in everyday language.
• Apply defined practices and policies to troubleshoot and resolve tax advice and preparation inquiries.
• Document customer interactions and meet KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete all required training and development as determined by the business.

Skills

Tax preparation

Customer service

Verbal communication

Written communication

Problem solving

Education

Active PTIN

Tax license/certification

Tools

TurboTax software

Smartlook video software

Job description

Intuit, Inc. seeks a highly motivated tax professional for a virtual, customer-facing role in the United States. You will guide customers through TurboTax tax preparation, provide explanations of tax terms, and ensure accurate, compliant returns with empathy and clear language.

Requirements include 2+ years of tax prep experience, active PTIN, and ability to work at least 20 hours weekly. Strong communication skills and familiarity with digital tools are essential.