Virtual Tax Prep Specialist

Intuit, Inc.; Rochester (MI); Remote; USD 30,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a Tax Associate to assist TurboTax customers with federal and state tax returns, provide expert guidance, and explain tax concepts in clear terms.

You will interact with customers through video and other online channels, delivering high-quality service while ensuring compliance and accuracy. The role requires tax preparation experience, strong communication skills, and the ability to operate with limited supervision in a fast-paced environment.

Qualifications

• 2+ years preparing federal and state 1040 returns for at least 30 clients per season.
• Active PTIN and ability to obtain state licenses if required.
• Willing to work a minimum of 20 hours per week and 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.
• Provide tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions using empathy and expertise in tax preparation.
• Document customer interactions and meet KPI metrics and Big Bet Goals.

Skills

Tax preparation experience

Customer service

Bilingual English/Spanish

Tools

Tax software

Job description

Intuit, Inc. is seeking a Tax Associate to assist TurboTax customers with federal and state tax returns, provide expert guidance, and explain tax concepts in clear terms.

You will interact with customers through video and other online channels, delivering high-quality service while ensuring compliance and accuracy. The role requires tax preparation experience, strong communication skills, and the ability to operate with limited supervision in a fast-paced environment.