Virtual Tax Prep Specialist (1040 Expert)

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

Job summary

Intuit, Inc. seeks a tax preparation specialist to assist TurboTax customers from a virtual setting. You will guide clients through federal and state returns, offer tax advice, and deliver clear explanations of tax terms using online tools and our video platform.

Applicants should have 2+ years of return preparation experience, a valid PTIN, and be able to work at least 20 hours weekly. Bilingual English/Spanish is a plus, with a focus on accurate, customer-friendly service.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 tax returns for at least 30 clients per season using commercial tax software.
• Must possess or obtain related state licenses, certificates, permits, or bonds.
• Active PTIN required.
• Working knowledge of Circular 230.

Responsibilities

• Work in a virtual, customer-facing role using video communications software to interact with customers.
• Provide tax advice, full-service return preparation and signature, and product inquiries.
• Document customer interactions and resolve tax questions per defined procedures.
• Meet KPI metrics and participate in projects and validations as needed.
• Complete required training and development, including compliance and up-skilling.

Skills

Tax preparation

Customer service

Communication skills

Bilingual English/Spanish

Tools

Tax software

Video software (Smartlook)

Job description

Intuit, Inc. seeks a tax preparation specialist to assist TurboTax customers from a virtual setting. You will guide clients through federal and state returns, offer tax advice, and deliver clear explanations of tax terms using online tools and our video platform.

Applicants should have 2+ years of return preparation experience, a valid PTIN, and be able to work at least 20 hours weekly. Bilingual English/Spanish is a plus, with a focus on accurate, customer-friendly service.