Virtual Tax Advisor & Prep Specialist

Intuit, Inc.; Needham (MA); Remote; USD 32,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a virtual Tax Specialist to assist TurboTax customers with federal and state 1040 returns, tax advice, and explanations of tax terms. You will interact with customers via video, ensuring accurate, clear guidance and high-quality service.

Responsibilities include completing full-service return preparation, documenting interactions, and meeting KPI goals. Requires 2+ years of tax prep experience, PTIN, and ability to work at least 20 hours per week; US resident;

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 any related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Must be willing and available to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• 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 state of the art video communications software to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their tax returns with: Tax advice; Full Service return preparation and signature; Product/software inquiries; Tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and your knowledge in tax preparation.
• Document customer interactions and work toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Must complete all required training and development as determined by the business.

Skills

Customer service

Verbal comms

Written comms

Critical thinking

Tech savvy

Problem solving

Tools

TurboTax

Job description

Intuit, Inc. is seeking a virtual Tax Specialist to assist TurboTax customers with federal and state 1040 returns, tax advice, and explanations of tax terms. You will interact with customers via video, ensuring accurate, clear guidance and high-quality service.

Responsibilities include completing full-service return preparation, documenting interactions, and meeting KPI goals. Requires 2+ years of tax prep experience, PTIN, and ability to work at least 20 hours per week; US resident;