Virtual Tax Pro & Client Concierge

Intuit, Inc.; Meridian (ID); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a part-time Tax Preparer to assist TurboTax customers remotely. You will provide tax advice, perform full-service return preparation, and answer software questions via video tools. The role emphasizes accuracy, customer empathy, and adherence to policies.

Ideal candidates have 2+ years’ federal/state 1040 prep experience, active PTIN, and strong communication skills. You must reside in the United States and be willing to train and upskill as needed.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing and able to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills with video/audio tools.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research skills.
• Must reside in the United States.
• Bilingual English/Spanish is a plus.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers via our video software.
• Provide tax advice, full service return preparation and signature.
• Answer product/software inquiries and perform tax calculations.
• Document customer interactions and meet KPI metrics.
• Complete required training and professional development.

Skills

Customer service

Communication

Tax preparation

Technology proficiency

Bilingual (English/Spanish)

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a part-time Tax Preparer to assist TurboTax customers remotely. You will provide tax advice, perform full-service return preparation, and answer software questions via video tools. The role emphasizes accuracy, customer empathy, and adherence to policies.

Ideal candidates have 2+ years’ federal/state 1040 prep experience, active PTIN, and strong communication skills. You must reside in the United States and be willing to train and upskill as needed.