Virtual Tax Prep Specialist: Expert Guidance & Service

Intuit, Inc.; Springfield (MO); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers with federal and state returns through virtual video sessions. You will deliver tax guidance, full-service preparation, and explanations of terms while maintaining strong customer empathy.

You will work 20+ hours weekly, have PTIN and state licenses, and leverage government sources to provide accurate answers. Training and compliance are required, with potential bonuses based on performance.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for 30+ clients per season.
• Must have or obtain PTIN and related state licenses.
• Must be willing to work minimum 20 hours per week.
• Proficient with computer operations and software.
• Strong communication and empathy with customers.

Responsibilities

• Virtual, customer-facing role using Smartlook for video interactions.
• Provide tax advice, full service return prep and signature, and product inquiries.
• Document customer interactions and resolve inquiries per policy.
• Meet KPI metrics and participate in pilot tests and trainings.

Skills

Tax preparation

Customer service

Video calls

Bilingual English/Spanish

Education

Active PTIN

State licenses/certs

Tools

Smartlook

Job description

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers with federal and state returns through virtual video sessions. You will deliver tax guidance, full-service preparation, and explanations of terms while maintaining strong customer empathy.

You will work 20+ hours weekly, have PTIN and state licenses, and leverage government sources to provide accurate answers. Training and compliance are required, with potential bonuses based on performance.