Virtual Tax Prep Specialist — Expert Customer Advisor

Intuit, Inc.; Warren (MI); Remote; USD 28,000 - 39,000; Full time

Job summary

Intuit, Inc. in the United States is seeking a tax-preparation professional for a virtual, customer-facing role in TurboTax operations. You will guide customers through federal and state returns, offer tax advice, and perform full-service return preparation with signatures.

Strong communication and a compliant attitude are required. The role emphasizes quick, empathetic customer interactions, solid technical skills, and the ability to work remotely.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using tax software.
• Must possess or be able to obtain state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing and able to work a minimum of 20 hours per week.
• Proficient with technology; strong computer skills.

Responsibilities

• This is a virtual, customer-facing role using video communications software to interact with customers.
• Help TurboTax customers with tax returns, including advice, full service return preparation and signature, and product inquiries.
• Provide clear explanations of tax rules and software features in everyday language.
• Document customer interactions and work toward clear KPI metrics and company goals.
• Participate in training and development, including compliance and cross-training as needed.

Skills

Customer service

Verbal communication

Written communication

Problem solving

Critical thinking

Research skills

Technical proficiency

Bilingual EN/ES

Job description

Intuit, Inc. in the United States is seeking a tax-preparation professional for a virtual, customer-facing role in TurboTax operations. You will guide customers through federal and state returns, offer tax advice, and perform full-service return preparation with signatures.

Strong communication and a compliant attitude are required. The role emphasizes quick, empathetic customer interactions, solid technical skills, and the ability to work remotely.