Virtual Tax Pro: Expert Prep & Client Guidance

Intuit, Inc.; Fort Washington (MD); Remote; USD 29,000 - 37,000; Full time

Job summary

Intuit, Inc. is seeking a motivated tax professional to help customers prepare taxes remotely using TurboTax. You’ll guide clients, provide tax advice, and explain tax terms while delivering friendly, confident service.

The role requires 2+ years of federal and state 1040 prep experience, active PTIN, and the ability to work at least 20 hours weekly. You’ll use government sites and our software, participate in training, and aim to meet KPI targets.

Qualifications

• 2+ years of federal and state 1040 tax return experience for 30+ clients per season using commercial software.
• Active PTIN required.
• Willing to work at least 20 hours per week.
• Proficient with technology and software.
• Working knowledge of Circular 230.

Responsibilities

• This is a remote, customer-facing role using video software to interact with customers.
• Provide tax advice and full-service return preparation.
• Explain tax terms and concepts in everyday language.
• Document customer interactions and meet KPI metrics.
• Participate in training and compliance programs as required.

Skills

Tax preparation

Customer service

Bilingual English/Spanish

Video consultations

Education

State tax licenses

Job description

Intuit, Inc. is seeking a motivated tax professional to help customers prepare taxes remotely using TurboTax. You’ll guide clients, provide tax advice, and explain tax terms while delivering friendly, confident service.

The role requires 2+ years of federal and state 1040 prep experience, active PTIN, and the ability to work at least 20 hours weekly. You’ll use government sites and our software, participate in training, and aim to meet KPI targets.