Virtual Tax Prep Specialist — Expert Client Advisor

Intuit, Inc.; Cincinnati (OH); Remote; USD 26,000 - 33,000; Part time

Job summary

Intuit, Inc. seeks a virtual tax professional to assist TurboTax customers with federal and state returns, tax explanations, and software guidance. The role emphasizes accuracy, empathy, and clear communications while navigating complex tax rules.

You will interact with customers via video and audio tools, deliver high‑quality service, and complete required training to stay compliant and proficient in TurboTax offerings.

Qualifications

• 2+ years of federal/state individual 1040 tax return preparation experience for at least 30 clients per season using commercial software.
• Strong verbal and written communication skills with a focus on clarity and empathy.
• Willingness to complete required compliance and upskilling trainings.

Responsibilities

• This is a virtual, customer-facing role using Smartlook to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and meet KPI metrics.

Skills

Tax preparation experience

Customer service

Bilingual English/Spanish

Tools

Smartlook video software

Job description

Intuit, Inc. seeks a virtual tax professional to assist TurboTax customers with federal and state returns, tax explanations, and software guidance. The role emphasizes accuracy, empathy, and clear communications while navigating complex tax rules.

You will interact with customers via video and audio tools, deliver high‑quality service, and complete required training to stay compliant and proficient in TurboTax offerings.