Virtual Tax Preparation Specialist

Intuit, Inc.; Bay City (MI); Remote; USD 31,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a tax professional to help customers complete their taxes using TurboTax products in a virtual setting. You will provide expert guidance, tax preparation, and explanations of tax terms to empower customers to file accurately.

This role emphasizes high-quality customer interactions, empathy, and using government resources to deliver correct answers in everyday language, while meeting company KPIs and participating in training programs.

Qualifications

• 2+ years of federal and state 1040 tax return prep experience for 30+ clients per season.
• Active PTIN and ability to obtain state licenses/certifications.
• Willingness to work minimum 20 hours per week.
• Strong communication and customer-service skills; proficient with tax software.

Responsibilities

• This is a virtual, customer-facing role using video to interact with customers.
• Provide tax advice, full service return preparation and signature, and handle product inquiries.
• Explain tax and technical terms in everyday language and build trust with customers.
• Document customer interactions and troubleshoot using defined processes.
• Meet KPIs and participate in pilot testing or training as needed.

Skills

Tax preparation experience

Customer service

Verbal and written communication

Tax software proficiency

Bilingual English/Spanish

Education

State tax preparer license / credentials

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a tax professional to help customers complete their taxes using TurboTax products in a virtual setting. You will provide expert guidance, tax preparation, and explanations of tax terms to empower customers to file accurately.

This role emphasizes high-quality customer interactions, empathy, and using government resources to deliver correct answers in everyday language, while meeting company KPIs and participating in training programs.