Virtual Tax Prep Specialist – Expert Guidance

Intuit, Inc.; Gilbert (AZ); Remote; USD 30,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. in the United States is seeking a motivated tax professional to help TurboTax customers complete their returns remotely. You will provide expert guidance, perform federal and state 1040 preparations, and explain tax terms in plain language using our video tools.

The role emphasizes customer empathy, accuracy, and compliance with Circular 230. You’ll be required to train, meet KPI targets, and may earn a cash bonus and equity rewards as part of Intuit's compensation program.

Qualifications

• 2 or more years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax preparation software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Active PTIN and ability to obtain required licenses or permits.
• Willing and available to work a minimum of 20 hours per week.
• Residency in the United States; bilingual English/Spanish a plus.

Responsibilities

• This is a virtual, customer-facing role using Smartlook to interact with customers.
• Provide tax advice, full service return preparation and related product inquiries.
• Create high quality interactions with empathy and explain tax terms in everyday language.
• Document customer interactions and troubleshoot tax questions to meet KPI targets.

Skills

Customer service excellence

Verbal and written communication

Critical thinking and problem solving

Tools

PTIN knowledge

Circular 230 familiarity

Video tools (Smartlook)

Job description

Intuit, Inc. in the United States is seeking a motivated tax professional to help TurboTax customers complete their returns remotely. You will provide expert guidance, perform federal and state 1040 preparations, and explain tax terms in plain language using our video tools.

The role emphasizes customer empathy, accuracy, and compliance with Circular 230. You’ll be required to train, meet KPI targets, and may earn a cash bonus and equity rewards as part of Intuit's compensation program.