Virtual Tax Prep Specialist: Full-Service Returns

Intuit, Inc.; Southfield (MI); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. is hiring for a virtual tax professional with experience preparing federal and state 1040 returns. You will guide customers through tax preparation, provide explanations of tax terms, and address product inquiries via video-based interactions.

A focus on clear communication, empathy, and accuracy is essential. Requirements include 2+ years of tax prep experience, active PTIN, state licenses, and knowledge of Circular 230. Willingness to train and meet KPI metrics is expected.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax prep software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Willing and able to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills – ability to interact with customers through video and audio tools in a professional, friendly manner.
• Excellent verbal and written communication skills.

Responsibilities

• This is a virtual, customer-facing role using video communications software to interact with customers.
• Provide tax advice and full service return preparation and signature.
• Answer product and software inquiries and assist with tax calculations.
• Create high quality customer interactions with empathy and expertise in tax preparation.
• Document customer interactions and work toward meeting KPI metrics and company goals.
• Participate in training and development as required by the business.

Skills

Tax preparation experience

Customer service

Communication skills

Education

PTIN

State licenses/permits

Circular 230 knowledge

Tools

Smartlook

Job description

Intuit, Inc. is hiring for a virtual tax professional with experience preparing federal and state 1040 returns. You will guide customers through tax preparation, provide explanations of tax terms, and address product inquiries via video-based interactions.

A focus on clear communication, empathy, and accuracy is essential. Requirements include 2+ years of tax prep experience, active PTIN, state licenses, and knowledge of Circular 230. Willingness to train and meet KPI metrics is expected.