Virtual Tax Prep Specialist - 1040 Returns Expert

Intuit, Inc.; Mooresville (NC); Remote; USD 42,000 - 64,000; Part time

Job summary

Intuit, Inc. is seeking a virtual tax professional to help customers complete federal and state tax returns using TurboTax products. The role focuses on expert guidance, tax preparation, and clear explanations of tax terms, all delivered through video interactions.

The candidate will support full-service return prep, tax calculations, and product inquiries, while documenting interactions and meeting KPI targets in a fast-paced, remote environment. Knowledge of Circular 230 and PTIN is required.

Qualifications

• 2+ years preparing federal and state individual 1040 tax returns for 30+ clients per season.
• Must possess or be able to obtain related state licenses, certificates, permits, or bonds.
• Active PTIN (Preparer Tax Identification Number).
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and computer software.
• Strong customer service skills for video and audio interactions.
• Excellent verbal and written communication.
• Critical thinking and problem solving.

Responsibilities

• Assist TurboTax customers via virtual video interactions to provide tax guidance and explanations.
• Support full service tax return preparation and signatures.
• Answer product/software inquiries and perform tax calculations.
• Document customer interactions and maintain accurate records.
• Meet KPIs and participate in pilot tests and training programs.

Skills

Tax preparation

Customer service

Video communication tools

Communication skills

Bilingual English/Spanish

Education

State licenses or certifications related to tax preparation

Tools

Smartlook

Tax software

Job description

Intuit, Inc. is seeking a virtual tax professional to help customers complete federal and state tax returns using TurboTax products. The role focuses on expert guidance, tax preparation, and clear explanations of tax terms, all delivered through video interactions.

The candidate will support full-service return prep, tax calculations, and product inquiries, while documenting interactions and meeting KPI targets in a fast-paced, remote environment. Knowledge of Circular 230 and PTIN is required.