Virtual Tax Prep Specialist – TurboTax Expert

Intuit, Inc.

Sarasota (FL)

Remote

USD 26,000 - 39,000

Full time

8 hours ago
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Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist customers with completing their taxes using TurboTax products. The role emphasizes expert guidance, tax explanations, and excellent customer service through a virtual, video-based interface.

Responsibilities include tax advice, full service return preparation, product inquiries, and clear documentation of customer interactions. Training and KPI-driven goals are part of the role, with a preference for strong communication and

Qualifications

  • 2+ years of federal and state individual 1040 tax return experience.
  • Active PTIN and state licenses or ability to obtain.
  • Willingness to work a minimum of 20 hours per week.
  • Strong verbal and written communication skills.
  • Bilingual English/Spanish is a plus.

Responsibilities

  • This is a virtual, customer‑facing role using video communications software to interact with customers.
  • Provide tax advice, full service return preparation and signature, and product inquiries.
  • Create high quality customer interactions using empathy and tax knowledge.
  • Document customer interactions and strive toward KPI metrics and goals.
  • Complete required training and development as determined by the business.

Skills

Tax preparation
Customer service
Communication skills
Bilingual English/Spanish
Remote work readiness

Education

High school diploma or equivalent

Tools

TurboTax software
Video conferencing software (Smartlook)

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist customers with completing their taxes using TurboTax products. The role emphasizes expert guidance, tax explanations, and excellent customer service through a virtual, video-based interface.

Responsibilities include tax advice, full service return preparation, product inquiries, and clear documentation of customer interactions. Training and KPI-driven goals are part of the role, with a preference for strong communication and

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