Virtual Tax Pro: Expert Prep & Client Guidance

Intuit, Inc.; Lafayette (LA); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. is hiring for a virtual tax professional to guide customers through their tax returns using TurboTax products. You will provide expert tax advice, perform full service return preparation, and explain tax concepts in plain language.

Strong communication and customer empathy are essential as you help customers navigate complex filings. The role involves using video tools to interact with customers, documenting interactions, and meeting KPI targets.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns 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 use video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and handle product inquiries.
• Create high-quality customer interactions using empathy and tax expertise.
• Document customer interactions and resolve inquiries per defined procedures.
• Meet KPI metrics and participate in training and pilot projects.

Skills

Tax preparation

Customer service

Video/phone communication

PTIN

Circular 230 knowledge

Bilingual (English/Spanish)

Tools

Tax software

Job description

Intuit, Inc. is hiring for a virtual tax professional to guide customers through their tax returns using TurboTax products. You will provide expert tax advice, perform full service return preparation, and explain tax concepts in plain language.

Strong communication and customer empathy are essential as you help customers navigate complex filings. The role involves using video tools to interact with customers, documenting interactions, and meeting KPI targets.