Tax Specialist – Virtual Tax Guidance Pro

Intuit, Inc.; New York (NY); Remote; USD 31,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a tax-preparation specialist to assist TurboTax customers remotely. You will guide clients through federal and state returns, provide tax explanations, and ensure accurate filings with empathy and clear communication.

Role requires training, research using government sites, and adherence to policies. A minimum of 20 hours per week, active PTIN, and US residency are required; bilingual English/Spanish is a plus.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season.
• Must possess or be able to obtain State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing 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 in a professional, friendly, and confident manner.
• 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 be using our video communications software to interact with customers.
• Help TurboTax customers with tax returns or delegated returns: Tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions and experiences using deep customer empathy and tax knowledge.
• Utilize government websites and resources to deliver accurate answers in everyday language.
• Apply defined practices and policies to troubleshoot and resolve tax inquiries.
• Document customer interactions.
• Work toward meeting KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations.
• Complete required training and development as determined by the business.

Skills

Tax preparation experience

Customer service

Strong communication

Video/remote communication

Research and problem-solving

Tech-savvy

Bilingual English/Spanish (a plus)

Fast-paced work ethic

Education

State licenses/certificates/permits/bonds

PTIN

Circular 230 knowledge

Tools

Commercial tax software

Job description

Intuit, Inc. is seeking a tax-preparation specialist to assist TurboTax customers remotely. You will guide clients through federal and state returns, provide tax explanations, and ensure accurate filings with empathy and clear communication.

Role requires training, research using government sites, and adherence to policies. A minimum of 20 hours per week, active PTIN, and US residency are required; bilingual English/Spanish is a plus.