Virtual Tax Prep Specialist — 1040 Expert Support

Intuit, Inc.; Beachwood (OH); Remote; USD 26,000 - 34,000; Part time

Benefits offered by this job

Cash bonus eligibility

Equity rewards eligibility

Benefits package

Job summary

Intuit, Inc. recruits a highly motivated tax preparation expert for a virtual, customer-facing role helping TurboTax customers. You will provide expert guidance, tax preparation, and explanations of tax and technical terms to empower customers to complete their taxes.

The role focuses on delivering high-quality customer interactions, training, and adherence to policies while working toward KPI targets in a flexible, remote environment across the United States.

Qualifications

• 2+ years of recent federal and state 1040 tax return prep for 30+ clients per season.
• Must possess or obtain state licenses, certificates, permits, or bonds.
• Active Preparer Tax Identification Number (PTIN).
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and software; strong computer skills.
• Excellent verbal and written communication; customer service oriented.
• Able to work in a fast-paced environment with limited supervision.
• Must reside in the United States.
• Bilingual English/Spanish is a plus.

Responsibilities

• Virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Explain tax terms and calculations in everyday language.
• Document customer interactions and apply company procedures.
• Meet KPI metrics and participate in pilots and trainings.

Skills

Customer service

Verbal communication

Written communication

Critical thinking

Problem solving

Ability to work in fast-paced env

Bilingual English/Spanish

Education

Active PTIN

Tools

Smartlook

Job description

Intuit, Inc. recruits a highly motivated tax preparation expert for a virtual, customer-facing role helping TurboTax customers. You will provide expert guidance, tax preparation, and explanations of tax and technical terms to empower customers to complete their taxes.

The role focuses on delivering high-quality customer interactions, training, and adherence to policies while working toward KPI targets in a flexible, remote environment across the United States.