Virtual Tax Preparer — Expert Guidance & Prep

Intuit, Inc.

Alexandria (VA)

Remote

USD 29,000 - 37,000

Part time

4 hours ago
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Job summary

Intuit, Inc. is seeking a tax-preparation professional for a fully remote, customer-facing role supporting TurboTax customers. The position emphasizes expert tax guidance, software assistance, and clear, empathetic communication.

You will interact via video, handle returns, respond to product questions, and ensure accurate tax calculations. Training and KPI-driven performance are core to the role.

Qualifications

  • 2+ years of recent experience preparing federal and state 1040 tax returns for at least 30 clients per season using commercial tax software.
  • Active PTIN and ability to obtain state licenses/certificates.
  • Knowledge of Circular 230.
  • Willingness to work a minimum of 20 hours per week.
  • Proficient with technology and common software.

Responsibilities

  • This is a virtual, customer-facing role; you will be using our video communications software (Smartlook) to interact with customers.
  • Help TurboTax customers with tax advice, full service return preparation and signature, product inquiries, and tax calculations.
  • Create high quality customer interactions using empathy and tax knowledge.
  • Utilize government sites and resources to deliver accurate answers in everyday language.
  • Apply procedures and company policies to resolve tax inquiries; document interactions.
  • Meet KPI metrics and Big Bet goals; participate in pilots and validations.
  • Complete required training and development as determined by the business.

Skills

Customer service
Communication
Problem solving
Tech savvy
Bilingual
Attention to detail

Job description

Intuit, Inc. is seeking a tax-preparation professional for a fully remote, customer-facing role supporting TurboTax customers. The position emphasizes expert tax guidance, software assistance, and clear, empathetic communication.

You will interact via video, handle returns, respond to product questions, and ensure accurate tax calculations. Training and KPI-driven performance are core to the role.

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