Virtual Tax Preparer — Client-Facing Tax Expert

Intuit, Inc.; Westlake (OH); Remote; USD 26,000 - 34,000; Full time

Job summary

Intuit, Inc. is seeking a virtual Tax Expert to assist customers with federal and state 1040 returns using TurboTax products. You will provide expert guidance, explain tax terms, and deliver exceptional service in a fast-paced, remote environment.

Responsibilities include answering tax questions, performing full-service return preparation and signature, guiding customers through the software, and documenting interactions while meeting KPIs and training requirements.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN and be able to work a minimum of 20 hours per week.
• Knowledge of Circular 230 and tax terminology; ability to explain complex terms in everyday language.

Responsibilities

• This is a virtual, customer-facing role; you will use video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and handle product/software inquiries.
• Create high quality customer interactions with empathy, giving trusted guidance.
• Document customer interactions and work to meet KPI metrics and Big Bet Goals.
• Participate in training, pilots, and experience validations as required.

Skills

Tax preparation

Customer service

Video interaction

Bilingual English/Spanish

TurboTax software

Tools

TurboTax

Job description

Intuit, Inc. is seeking a virtual Tax Expert to assist customers with federal and state 1040 returns using TurboTax products. You will provide expert guidance, explain tax terms, and deliver exceptional service in a fast-paced, remote environment.

Responsibilities include answering tax questions, performing full-service return preparation and signature, guiding customers through the software, and documenting interactions while meeting KPIs and training requirements.