Virtual Tax Prep Specialist

Intuit, Inc.; Laurel (MD); Remote; USD 29,000 - 37,000; Full time

Job summary

Intuit, Inc. in the United States is seeking a motivated tax professional to assist TurboTax customers with federal and state tax returns.

This remote, virtual role emphasizes clear explanations of tax terms, strong communication, and accuracy in tax preparation using our TurboTax software. You will guide customers through tax filing, provide calculations, answer product questions, and document interactions while meeting performance metrics.

Qualifications

• 2+ years of federal and state personal 1040 tax return preparation for at least 30 clients per season.
• Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.
• Active PTIN required.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; solid computer skills.
• Excellent verbal and written communication skills.
• Able 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) a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using our video communications software to interact with customers.
• Assist TurboTax customers with tax return preparation and signatures, tax advice, and product inquiries.
• Document customer interactions and resolve inquiries per defined procedures.
• Meet KPI metrics and participate in training and development as required.

Skills

Tax preparation experience

Customer service

Communication skills

Video/remote tools

Job description

Intuit, Inc. in the United States is seeking a motivated tax professional to assist TurboTax customers with federal and state tax returns.

This remote, virtual role emphasizes clear explanations of tax terms, strong communication, and accuracy in tax preparation using our TurboTax software. You will guide customers through tax filing, provide calculations, answer product questions, and document interactions while meeting performance metrics.