Virtual Tax Pro: Expert Guidance & Returns

Intuit, Inc.; Troy (MI); Remote; USD 26,000 - 39,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit, Inc. seeks a tax-prep professional for a virtual customer-facing role supporting TurboTax customers. You will guide taxpayers through federal and state returns, provide explanations, and ensure accurate, compliant filings.

You will work 20+ hours weekly, hold or pursue a PTIN, and use our video tools to communicate clearly and empathetically. This role emphasizes thorough tax knowledge and customer service excellence in a remote setting within the United States.

Qualifications

• 2+ years of recent experience preparing federal and state individual tax returns.
• Must have or be able to obtain PTIN.
• Active knowledge of Circular 230.
• Available to work at least 20 hours per week.
• Proficient with technology and video/audio tools.
• Must reside in the United States.
• Bilingual English/Spanish is a plus.

Responsibilities

• This is a virtual, customer-facing role; you will be using our state of the art video communications software (Smartlook) to interact with customers.
• 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/software inquires, Tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and your knowledge in tax preparation.
• Utilize government websites and resources to deliver the right answer in everyday language.
• Document customer interactions and meet KPI metrics and Big Bet Goals.
• Must be willing to complete all required training and development.

Skills

Tax preparation experience

Customer service

Verbal and written communication

Bilingual English/Spanish

Technical aptitude with tax software

Education

PTIN holder

Tools

Smartlook

Job description

Intuit, Inc. seeks a tax-prep professional for a virtual customer-facing role supporting TurboTax customers. You will guide taxpayers through federal and state returns, provide explanations, and ensure accurate, compliant filings.

You will work 20+ hours weekly, hold or pursue a PTIN, and use our video tools to communicate clearly and empathetically. This role emphasizes thorough tax knowledge and customer service excellence in a remote setting within the United States.