Virtual Tax Pro: Client-Facing Returns & Guidance

Intuit, Inc.; Harrisburg (Dauphin County); Remote; USD 32,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a tax preparation specialist for TurboTax customers in a fully remote, virtual role. You will guide customers through federal and state returns, provide tax explanations, and deliver expert service with clear, everyday language.

The position requires 2+ years of returns experience, PTIN, state licenses, and a willingness to train. You will work at least 20 hours weekly, using video tools, and help customers with tax advice, calculations, and software questions while

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for 30+ clients per season using commercial tax software.
• Must possess or obtain 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 computer skills.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving and research abilities.
• Able to work in a fast-paced environment with minimal supervision.
• Must have or be willing to obtain a dedicated hardwired internet connection meeting Intuit security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will be using Smartlook to interact with customers.
• Help TurboTax customers with tax returns: tax advice, full service return prep and signature, product inquiries, tax calculations.
• Create high quality customer interactions using deep customer empathy and tax expertise.
• Use government websites and resources to deliver the right answer in everyday language.
• Apply company policies to troubleshoot and resolve tax questions.
• Document customer interactions.
• Meet KPIs and Big Bet Goals.
• Participate in pilot testing, projects, and validations.
• Complete required trainings and development as determined by the business.

Skills

Tax preparation

Customer service

Bilingual (English/Spanish)

Tech savvy

Communication skills

Fast-paced work

Video/teleconference

Internet connection

PTIN awareness

Job description

Intuit, Inc. is seeking a tax preparation specialist for TurboTax customers in a fully remote, virtual role. You will guide customers through federal and state returns, provide tax explanations, and deliver expert service with clear, everyday language.

The position requires 2+ years of returns experience, PTIN, state licenses, and a willingness to train. You will work at least 20 hours weekly, using video tools, and help customers with tax advice, calculations, and software questions while