Virtual Tax Prep Specialist

Intuit, Inc.; Kissimmee (FL); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. seeks a motivated Tax Professional to assist TurboTax customers remotely with tax preparation, explanations of terms, and software guidance.

You will help customers complete federal and state returns, provide expert advice, and ensure a positive brand experience through clear, empathetic communication. The role requires 2+ years of filing experience, PTIN, strong English skills (Spanish a plus), and reliable internet.

Qualifications

• 2+ years of federal/state tax return prep for 30+ clients per season using tax software.
• Must possess or obtain State licenses, certificates, permits, or bonds.
• Must have active PTIN.
• Knowledge of Circular 230.
• Willing to work at least 20 hours/week.
• Proficient with technology and software.
• Strong customer service via video/ audio tools.
• Excellent verbal and written communication.
• Critical thinking and problem solving.
• Able to work in fast-paced environment with minimal supervision.
• Must have hardwired internet meeting Intuit security criteria.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; interact with customers via Smartlook video software.
• Assist TurboTax customers with: tax advice, full service return prep and signature, product/software inquiries, tax calculations.
• Create high quality customer interactions showing empathy and tax knowledge.
• Use government sites, resources, and team input to deliver correct answers in simple language.
• Follow defined processes to troubleshoot and resolve tax advice and prep questions.
• Document customer interactions.
• Aim to meet KPI metrics and Big Bet goals.
• Participate in pilot tests, projects, and experience validations.
• Complete required trainings and development as determined by the business.

Skills

Tax preparation

Customer service

Communication skills

Bilingual English/Spanish

Tech-savvy

Education

PTIN

State licenses

Tools

Smartlook

Video calls

Job description

Intuit, Inc. seeks a motivated Tax Professional to assist TurboTax customers remotely with tax preparation, explanations of terms, and software guidance.

You will help customers complete federal and state returns, provide expert advice, and ensure a positive brand experience through clear, empathetic communication. The role requires 2+ years of filing experience, PTIN, strong English skills (Spanish a plus), and reliable internet.