Virtual Tax Prep Specialist – Expert Guidance

Intuit, Inc.; Mandeville (LA); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. seeks a tax-preparation specialist to assist TurboTax customers remotely. You will guide clients through their returns, provide tax explanations, and deliver quality virtual support using video tools.

Ideal candidates have 2+ years of federal/state tax prep, PTIN, and strong communication. The role requires a 20-hour minimum week, remote work from the United States, and adherence to security standards.

Qualifications

• 2+ years of federal and state individual 1040 tax returns for 30+ clients per season using tax software.
• Active PTIN and ability to obtain state licenses or bonds.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; comfortable with video/audio tools.
• Strong verbal and written communication skills.

Responsibilities

• Provide tax advice, full-service return preparation and signature.
• Interact with customers via video communications software.
• Document customer interactions and meet KPI metrics.
• Assist with training, compliance, and pilot projects as needed.
• Utilize government resources to deliver accurate tax information in plain language.

Skills

Tax prep experience

Customer service

Video interactions

Communication skills

Fast-paced environment

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. seeks a tax-preparation specialist to assist TurboTax customers remotely. You will guide clients through their returns, provide tax explanations, and deliver quality virtual support using video tools.

Ideal candidates have 2+ years of federal/state tax prep, PTIN, and strong communication. The role requires a 20-hour minimum week, remote work from the United States, and adherence to security standards.