Virtual Tax Pro - Expert 1040 Returns & Guidance

Intuit, Inc.; Cleveland (OH); Remote; USD 30,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a motivated tax-prep specialist to help TurboTax customers complete federal and state returns virtually.

You will guide customers through the tax filing process, explain terms in plain language, and deliver accurate, timely assistance using our video tools. This role supports customers across the United States from home, requires at least 2 years of tax prep experience, a valid PTIN, and a commitment to 20 hours per week.

Qualifications

• 2+ years of federal and state 1040 tax return prep for at least 30 clients per season using commercial tax software.
• 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.

Responsibilities

• This is a virtual, customer-facing role; you will be using our video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and work toward KPIs and Big Bet Goals.
• Utilize government resources and team expertise to deliver the right answer in everyday language.

Skills

Tax preparation

Customer service

Video support

Communication skills

Bilingual English/Spanish

Job description

Intuit, Inc. is seeking a motivated tax-prep specialist to help TurboTax customers complete federal and state returns virtually.

You will guide customers through the tax filing process, explain terms in plain language, and deliver accurate, timely assistance using our video tools. This role supports customers across the United States from home, requires at least 2 years of tax prep experience, a valid PTIN, and a commitment to 20 hours per week.