Virtual Tax Preparer (Remote) — TurboTax Expert

Intuit, Inc.; Harrisburg (Dauphin County); Remote; USD 29,000 - 37,000; Full time

Job summary

Intuit, Inc. is seeking an experienced Tax Professional to assist TurboTax customers remotely. You will provide expert tax advice, complete federal and state returns, and explain tax terms using plain language.

The role emphasizes high-quality customer interactions, strong communication, and the ability to work with video and audio tools. A minimum of 20 hours per week and active PTIN are required.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for 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.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and computer software.

Responsibilities

• This is a virtual, customer-facing role using Smartlook to interact with customers.
• Assist TurboTax customers with tax advice, full-service return preparation, product inquiries, and tax calculations.
• Create high-quality customer interactions with empathy and expertise in tax preparation.
• Use government resources and team knowledge to provide accurate answers in everyday language.
• Follow defined procedures to troubleshoot and resolve inquiries and document interactions.
• Aim to meet KPIs and participate in pilots and validations.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Communication

Customer service

Problem solving

Research skills

Tech savvy

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking an experienced Tax Professional to assist TurboTax customers remotely. You will provide expert tax advice, complete federal and state returns, and explain tax terms using plain language.

The role emphasizes high-quality customer interactions, strong communication, and the ability to work with video and audio tools. A minimum of 20 hours per week and active PTIN are required.