Virtual Tax Pro & Client Support Specialist

Intuit, Inc.; Linthicum (MD); Remote; USD 29,000 - 37,000; Part time

Job summary

Intuit, Inc. is seeking a tax-preparation professional for a virtual, customer-facing role. You will guide customers through tax returns, provide expertise on tax terms, and deliver high-quality service using TurboTax products.

The role requires experience with 1040 returns, strong communication skills, and the ability to work remotely from the United States, with a minimum of 20 hours per week and potential training requirements.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 tax returns for at least 30 clients per season.
• Must possess or obtain state licenses or permits where applicable.
• Active PTIN required and familiarity with Circular 230.
• Willing to work a minimum of 20 hours per week and remotely from the U.S.
• Proficient with technology and video/audio tools.

Responsibilities

• Provide expert tax guidance and full service return preparation and signing via virtual interactions.
• Explain tax terms in everyday language and document customer interactions.
• Resolve tax inquiries using government resources and company guidance.
• Meet KPIs and participate in training, pilots, and validations as needed.
• Maintain security standards for remote access and customer data.

Skills

Tax preparation

Customer service

Verbal communication

Written communication

Problem solving

Tech-savvy

Fast-paced work

Bilingual (English/Spanish)

Education

Active PTIN

Tools

Smartlook

TurboTax

Job description

Intuit, Inc. is seeking a tax-preparation professional for a virtual, customer-facing role. You will guide customers through tax returns, provide expertise on tax terms, and deliver high-quality service using TurboTax products.

The role requires experience with 1040 returns, strong communication skills, and the ability to work remotely from the United States, with a minimum of 20 hours per week and potential training requirements.