Virtual Tax Prep Specialist – Expert Guidance & Service

Intuit, Inc.; Albany (GA); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. seeks a motivated Tax Associate to assist customers with federal and state tax returns through TurboTax. This remote, customer-facing position emphasizes clear guidance, precise tax explanations, and friendly communication using video tools.

Applicants should have 2+ years of recent tax prep experience, an active PTIN, and the ability to work at least 20 hours weekly from the United States. Training and performance-based rewards are provided.

Qualifications

• 2+ years of federal and state tax return prep for at least 30 clients per season using commercial software.
• Active PTIN and ability to obtain related licenses.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and video/audio tools.
• Strong verbal and written communication.

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 product/service inquiries.
• Create high quality customer interactions with empathy and deep tax knowledge.
• Document customer interactions and resolve inquiries using defined company policies.
• Meet KPI metrics and participate in training, pilot tests, and experience validations.

Skills

Tax preparation

PTIN

Circular 230

Bilingual English/Spanish

Video/Audio communication

Customer service

Technical proficiency

Minimum 20 hours/week

Internet connection

Job description

Intuit, Inc. seeks a motivated Tax Associate to assist customers with federal and state tax returns through TurboTax. This remote, customer-facing position emphasizes clear guidance, precise tax explanations, and friendly communication using video tools.

Applicants should have 2+ years of recent tax prep experience, an active PTIN, and the ability to work at least 20 hours weekly from the United States. Training and performance-based rewards are provided.