Virtual Tax Prep Specialist - Expert Guidance

Intuit, Inc.; Carmel-by-the-Sea (CA); Remote; USD 30,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a virtual tax professional to assist customers with TurboTax product usage and tax return preparation. You will guide clients through federal and state filings, explain tax terms, and deliver accurate support with strong customer empathy.

Applicants should have 2+ years of federal/state 1040 experience, PTIN, and knowledge of Circular 230. A flexible 20+ hour/week schedule is available for residents in the United States, with bilingual English/Spanish a plus.

Qualifications

• 2+ years of experience preparing federal and state 1040 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 PTIN.
• Working knowledge of Circular 230.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signature, and answer product/software inquiries.
• Document customer interactions and meet KPI metrics and Big Bet Goals.
• Complete required training and development as determined by the business.

Skills

Tax return prep

1040 returns

Customer service

PTIN holder

Circular 230 knowledge

Remote work

Bilingual English/Spanish

Tools

TurboTax

Tax software

Job description

Intuit, Inc. is seeking a virtual tax professional to assist customers with TurboTax product usage and tax return preparation. You will guide clients through federal and state filings, explain tax terms, and deliver accurate support with strong customer empathy.

Applicants should have 2+ years of federal/state 1040 experience, PTIN, and knowledge of Circular 230. A flexible 20+ hour/week schedule is available for residents in the United States, with bilingual English/Spanish a plus.