Virtual Tax Pro: Expert 1040 Prep & Customer Support

Intuit, Inc.; Corpus Christi (TX); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional with TurboTax experience to assist customers remotely in completing their federal and state returns. You will provide expert guidance, answer questions, and ensure accurate filing.

This virtual role emphasizes clear communication, knowledge of tax rules, and the ability to simplify complex terms for customers, with training provided and performance-driven rewards.

Qualifications

• 2 or more years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients/customers per season for compensation, using commercial tax preparation software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Must be willing and available to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills – ability to interact with customers through video and audio tools in a professional, friendly, and confident manner.
• Excellent verbal and written communication skills
• Critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have (or be willing to obtain) a dedicated hardwired internet connection that meets Intuit Security criteria.
• Bilingual (English/Spanish) communication skills (written & spoken) a plus
• Must reside in the United States.

Responsibilities

• I​s a virtual, customer-facing role; interact with customers using Smartlook video communications software.
• Help TurboTax customers who are working on their tax returns or have delegated their tax returns with tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions and experiences with empathy and expertise in tax preparation.
• Utilize government websites and resources to deliver the right answer in everyday language.
• Apply defined practices and policies to troubleshoot and resolve inquiries.
• Document customer interactions and meet KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required training and development, including compliance trainings and cross-training of products.

Skills

Tax return preparation

Federal/state returns

Customer service

Communication skills

Video/Audio interaction

Digital literacy

Bilingual English/Spanish

Tools

TurboTax software

Smartlook video software

Job description

Intuit, Inc. is seeking a highly motivated tax professional with TurboTax experience to assist customers remotely in completing their federal and state returns. You will provide expert guidance, answer questions, and ensure accurate filing.

This virtual role emphasizes clear communication, knowledge of tax rules, and the ability to simplify complex terms for customers, with training provided and performance-driven rewards.