Virtual Tax Preparer & TurboTax Expert

Intuit, Inc.; Fort Wayne (IN); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a motivated tax professional to assist customers with tax preparation using TurboTax products. You will deliver expert guidance, explain tax and software terms, and help customers complete their tax returns from a remote setting.

The role focuses on delivering high-quality customer experiences, leveraging government resources, and adhering to company policies. Training and development are provided as needed.

Qualifications

• 2+ years of experience preparing federal and state 1040 returns for at least 30 clients per season.
• Active PTIN and ability to obtain state licenses/certificates as needed.
• Willing to work a minimum of 20 hours per week.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using Smartlook to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and resolve inquiries per defined procedures.
• Meet KPIs and participate in trainings and pilot projects.

Skills

Tax preparation

Customer service

Video communication

PTIN

Circular 230

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a motivated tax professional to assist customers with tax preparation using TurboTax products. You will deliver expert guidance, explain tax and software terms, and help customers complete their tax returns from a remote setting.

The role focuses on delivering high-quality customer experiences, leveraging government resources, and adhering to company policies. Training and development are provided as needed.