Virtual Tax Prep Specialist

Intuit, Inc.; Elyria (OH); Remote; USD 26,000 - 33,000; Part time

Job summary

Intuit, Inc. is seeking a virtual Tax Expert to assist TurboTax customers with federal and state returns, tax advice, and related inquiries.

You will deliver clear explanations, leverage government resources, and ensure accurate, compliant tax preparation in a fast-paced, remote setting. The role requires 2+ years of recent tax prep experience, active PTIN, and willingness to work at least 20 hours per week.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season for compensation, using commercial tax preparation software.
• 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.
• 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 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.
• Utilize government websites, professional resources, and team expertise to seek out and deliver the right answer in everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and preparation inquiries.
• Document customer interactions
• Work toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete all required training and development as determined by the business including compliance trainings, cross-training, and professional development.

Skills

Tax preparation experience

Customer service

Communication skills

Video communication tools

Bilingual English/Spanish

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a virtual Tax Expert to assist TurboTax customers with federal and state returns, tax advice, and related inquiries.

You will deliver clear explanations, leverage government resources, and ensure accurate, compliant tax preparation in a fast-paced, remote setting. The role requires 2+ years of recent tax prep experience, active PTIN, and willingness to work at least 20 hours per week.