Virtual Tax Prep Specialist, TurboTax Expert

Intuit, Inc.; Tucson (AZ); Remote; USD 25,000 - 39,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers in a virtual, customer-facing role. You will guide customers through tax preparation, explain tax terms, and help complete returns using Smartlook video interactions.

You will provide tax advice, perform full service return preparation with signatures, and handle product inquiries, while documenting interactions and aiming to meet KPIs. Training and security requirements apply.

Qualifications

• 2+ years of recent federal/state 1040 tax return preparation for 30+ clients per season.
• Must possess or obtain State licenses, PTIN, and knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week and reside in the United States.
• Strong tech proficiency and ability to communicate clearly with customers.
• Bilingual English/Spanish a plus.

Responsibilities

• Assist customers virtually with tax preparation and offer tax explanations.
• Provide tax advice, complete full service returns, and obtain signatures as needed.
• Interact with customers via video software and document interactions carefully.
• Address product inquiries and tax calculations, following company procedures.
• Meet KPIs and participate in training and pilot initiatives.

Skills

Tax preparation

Customer service

Communication

Problem solving

Fast-paced

20 hrs/wk availability

Tools

Smartlook

Video conferencing

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers in a virtual, customer-facing role. You will guide customers through tax preparation, explain tax terms, and help complete returns using Smartlook video interactions.

You will provide tax advice, perform full service return preparation with signatures, and handle product inquiries, while documenting interactions and aiming to meet KPIs. Training and security requirements apply.