Remote Tax Pro & Virtual Returns Specialist

Intuit, Inc.; Kennesaw (GA); Remote; USD 29,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a virtual Tax Professional to help TurboTax customers complete their federal and state returns. You will provide tax guidance, perform full-service returns with signatures, and answer product inquiries, all through a secure video channel.

The role requires 2+ years' tax prep experience, active PTIN, and the ability to work at least 20 hours weekly from the United States. Bilingual English/Spanish is a plus and training will be provided.

Qualifications

• 2+ years' federal/state 1040 prep for 30+ clients per season using tax software.
• Active PTIN and state licenses, or ability to obtain.
• Willing to work a minimum of 20 hours per week.
• Strong tech proficiency and customer service via video/phone.
• Reside in the United States; bilingual English/Spanish a plus.

Responsibilities

• Interact with customers via video communications software in a virtual, customer-facing role.
• Provide tax advice, full service return preparation and signature, and answer product inquiries.
• Explain tax concepts in plain language using government sites and resources.
• Document customer interactions and work toward KPI targets.
• Complete required training and participate in pilots and validations as needed.

Skills

Tax preparation experience

Customer service

Bilingual English/Spanish

Tools

Smartlook video software

Job description

Intuit, Inc. is seeking a virtual Tax Professional to help TurboTax customers complete their federal and state returns. You will provide tax guidance, perform full-service returns with signatures, and answer product inquiries, all through a secure video channel.

The role requires 2+ years' tax prep experience, active PTIN, and the ability to work at least 20 hours weekly from the United States. Bilingual English/Spanish is a plus and training will be provided.