Virtual Tax Prep Specialist — 1040 Expert

Intuit, Inc.; Colorado Springs (CO); Remote; USD 29,000 - 37,000; Part time

Benefits offered by this job

Pay for performance

Benefits package

Job summary

Intuit, Inc. is seeking a qualified tax professional for a virtual, customer-facing role. You will guide customers through tax returns using TurboTax, offering expert tax advice and explanations of terms, while delivering a high-quality customer experience.

Responsibilities include remote advisor support, full service prep, and product inquiries. Candidates should have 2+ years of federal/state tax prep experience and a valid PTIN, with a flexible 20+ hours/week requirement.

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 State licenses, certificates, permits, or bonds.
• Active Preparer Tax Identification Number (PTIN) required.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and general software.

Responsibilities

• Virtual, customer-facing role using video communications to assist customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Create high quality customer interactions with empathy and expertise in tax prep.
• Reference government and professional resources to answer questions in plain language.
• Document interactions and meet KPI metrics and big bet goals.
• Participate in pilot testing and training as required.

Skills

Tax preparation

Customer service

Communication skills

Problem solving

Education

PTIN

Tools

Smartlook

Job description

Intuit, Inc. is seeking a qualified tax professional for a virtual, customer-facing role. You will guide customers through tax returns using TurboTax, offering expert tax advice and explanations of terms, while delivering a high-quality customer experience.

Responsibilities include remote advisor support, full service prep, and product inquiries. Candidates should have 2+ years of federal/state tax prep experience and a valid PTIN, with a flexible 20+ hours/week requirement.