Virtual Tax Prep Specialist — Empower Customers

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

Job summary

Intuit, Inc. is seeking a motivated tax professional for a virtual, customer-facing role supporting TurboTax customers. You will provide expert tax guidance, perform full service returns, and help users understand tax terms during sessions delivered via our video platform.

The position requires 2+ years of federal/state 1040 prep experience, a valid PTIN, and state licenses. You’ll work at least 20 hours weekly, have strong communication skills, and a reliable hardwired internet connection.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Dedicated hardwired internet connection meeting Intuit security criteria.
• Bilingual (English/Spanish) communication skills a plus.
• Must reside in the United States.

Responsibilities

• Interact with customers virtually using our video communications software to provide tax advice and full service return preparation.
• Explain tax concepts in everyday language and guide customers through the process of completing their returns.
• Document and track customer interactions; resolve inquiries efficiently.
• Meet KPI metrics and participate in training, pilot tests, and cross-training initiatives.
• Collaborate with team members to deliver accurate, timely tax support.

Skills

Customer service

Verbal communication

Written communication

Problem solving

Bilingual English/Spanish

Education

PTIN

State licenses/certificates

Tools

Tax preparation software

Video communications tools

Job description

Intuit, Inc. is seeking a motivated tax professional for a virtual, customer-facing role supporting TurboTax customers. You will provide expert tax guidance, perform full service returns, and help users understand tax terms during sessions delivered via our video platform.

The position requires 2+ years of federal/state 1040 prep experience, a valid PTIN, and state licenses. You’ll work at least 20 hours weekly, have strong communication skills, and a reliable hardwired internet connection.