Tax Pro & Advisor — Virtual Tax Prep Specialist

Intuit, Inc.; Denver (CO); Remote; USD 29,000 - 39,000; Part time

Job summary

Intuit, Inc. seeks a motivated tax professional for a virtual, customer-facing role helping TurboTax customers complete their returns. You will provide expert tax guidance, perform full-service preparation and signatures, and address software questions, explaining complex tax terms in plain language.

Role emphasizes excellent communication, empathy, and adherence to procedures while meeting KPI targets. Remote, 20+ hour weekly commitment with training and ongoing development.

Qualifications

• 2+ years of federal and state individual 1040 tax return preparation for at least 30 clients per season using commercial tax prep software.
• Active PTIN and state licenses/certificates as required.
• Willingness to work a minimum of 20 hours per week.
• Strong communication and ability to explain tax terms clearly.
• Proficient with technology; meeting security requirements including a dedicated hardwired internet connection.
• Bilingual English/Spanish a plus.

Responsibilities

• This is a virtual, customer-facing role; you will be using our video communications software (Smartlook) to interact with customers.
• Help TurboTax customers with tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and tax knowledge.
• Document customer interactions and apply company policies to troubleshoot and resolve inquiries.
• Work toward meeting KPI metrics and Big Bet Goals; participate in pilot testing and experience validations.
• Complete required training and development as determined by the business.

Skills

Customer service

Verbal communication

Written communication

Problem solving

Research skills

Fast-paced work

Tools

Smartlook

Tax software

Job description

Intuit, Inc. seeks a motivated tax professional for a virtual, customer-facing role helping TurboTax customers complete their returns. You will provide expert tax guidance, perform full-service preparation and signatures, and address software questions, explaining complex tax terms in plain language.

Role emphasizes excellent communication, empathy, and adherence to procedures while meeting KPI targets. Remote, 20+ hour weekly commitment with training and ongoing development.