Virtual Tax Pro & Client Advisor

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

Benefits offered by this job

Bonus eligibility

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a virtual tax-prep specialist with tax experience to guide customers through their returns using TurboTax products. You will explain tax terms, provide accurate calculations, and ensure a smooth customer experience.

Responsibilities include delivering high-quality assistance, leveraging government resources, and documenting interactions while meeting performance metrics. Remote, part-time hours available with training provided.

Qualifications

• 2+ years preparing federal and state individual 1040 returns for at least 30 clients per season.
• Active PTIN and any required state licenses.
• Willing to work minimum 20 hours per week.
• Experience with government websites and tax resources.

Responsibilities

• Virtual, customer-facing role using video software to interact with customers.
• Provide tax advice and full service return preparation and signature.
• Answer product questions and assist with tax calculations.
• Document customer interactions and meet KPIs.
• Complete required training and compliance programs.

Skills

Tax preparation

Customer service

Video conferencing

Communication

Bilingual English/Spanish

Tech savvy

Tools

TurboTax

Job description

Intuit, Inc. is seeking a virtual tax-prep specialist with tax experience to guide customers through their returns using TurboTax products. You will explain tax terms, provide accurate calculations, and ensure a smooth customer experience.

Responsibilities include delivering high-quality assistance, leveraging government resources, and documenting interactions while meeting performance metrics. Remote, part-time hours available with training provided.