Virtual Tax Preparer – TurboTax Expert

Intuit, Inc.; Macon (GA); Remote; USD 26,000 - 33,000; Part time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional with TurboTax experience for a virtual role to guide customers through tax returns and explain tax terms. You will interact via video, provide tax advice, and deliver full service preparation with signature.

Ideal candidates have 2+ years of federal/state 1040 prep, PTIN, and strong communication skills. Training, compliance, and KPI goals apply in a remote US-based position.

Qualifications

• 2+ years of federal and state 1040 tax return prep for at least 30 clients per season.
• Active or eligible PTIN and state license/certificates.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and video/audio tools.
• Bilingual English/Spanish is a plus.
• 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.
• Explain tax concepts in everyday language and document interactions.
• Follow procedures to troubleshoot and resolve inquiries and meet KPIs.
• Participate in training, pilots, and cross-training as required.

Skills

Tax preparation

Customer service

Verbal communication

Written communication

Education

PTIN credential

Tools

TurboTax software

Smartlook

Job description

Intuit, Inc. is seeking a highly motivated tax professional with TurboTax experience for a virtual role to guide customers through tax returns and explain tax terms. You will interact via video, provide tax advice, and deliver full service preparation with signature.

Ideal candidates have 2+ years of federal/state 1040 prep, PTIN, and strong communication skills. Training, compliance, and KPI goals apply in a remote US-based position.