Tax Prep Specialist - Virtual Guidance & Expert Support

Intuit, Inc.; Douglasville (GA); Remote; USD 25,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to help TurboTax customers remotely. You will provide expert guidance, tax preparation, and explanations of tax terms to empower customers to complete their returns.

The role emphasizes empathy, accuracy, and clear communication; you will use video tools to deliver delightful service, while meeting KPIs and undergoing required training.

Qualifications

• 2+ years preparing federal and state 1040 returns for 30+ clients per season.
• Active PTIN and ability to obtain state licenses.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; strong communication.
• Knowledge of Circular 230.
• Bilingual English/Spanish a plus.

Responsibilities

• Provide tax guidance and full-service return preparation via virtual interface.
• Assist customers with tax calculations and software questions.
• Document interactions and meet KPI metrics.
• Complete required training and stay compliant with policies.
• Interact using video and audio tools professionally.

Skills

Tax return prep

Tax software proficiency

Customer service

Bilingual English/Spanish

PTIN holder

Circular 230 knowledge

Tools

TurboTax / tax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to help TurboTax customers remotely. You will provide expert guidance, tax preparation, and explanations of tax terms to empower customers to complete their returns.

The role emphasizes empathy, accuracy, and clear communication; you will use video tools to deliver delightful service, while meeting KPIs and undergoing required training.