Virtual Tax Prep Specialist — Expert Client Guidance

Intuit, Inc.; Concord (NC); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a tax-preparation professional for a virtual role focused on assisting customers with their federal and state returns using TurboTax products.

You will guide customers through tax concepts, perform full-service preparation, and provide explanations in clear, everyday language. You will interact with customers via video and audio tools, ensuring high-quality service and accurate documentation of interactions.

Qualifications

• 2+ years of federal and state 1040 tax returns experience for at least 30 clients per season.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Willing to work a minimum of 20 hours per week.

Responsibilities

• This is a virtual, customer-facing role interacting with customers via video communications software (Smartlook).
• Provide tax advice, full service return preparation, software inquiries, and tax calculations.
• Create high quality customer experiences using empathy and deep tax knowledge.
• Document customer interactions and resolve inquiries using defined procedures and policy.
• Meet KPI targets and participate in training and project activities as needed.

Skills

Tax preparation

Customer service

Video interactions

Bilingual English/Spanish (plus)

Tools

Smartlook

Job description

Intuit, Inc. is seeking a tax-preparation professional for a virtual role focused on assisting customers with their federal and state returns using TurboTax products.

You will guide customers through tax concepts, perform full-service preparation, and provide explanations in clear, everyday language. You will interact with customers via video and audio tools, ensuring high-quality service and accurate documentation of interactions.