Virtual Tax Pro: Expert Prep & Client Guidance

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

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely. You will guide customers through tax preparation, provide explanations of tax terms, and deliver high-quality experiences via video interactions.

The role requires 2+ years of tax return preparation for many clients, active PTIN, and ability to work at least 20 hours weekly. Training and cross-training on products are included; bilingual English/Spanish is a plus.

Qualifications

• 2+ years of recent federal/state individual 1040 tax return experience for at least 30 clients per season.
• Active PTIN and state licenses or ability to obtain.
• Knowledge of Circular 230 and tax terms.
• Willing to work a minimum of 20 hours per week.
• Strong verbal and written communication; tech proficiency.

Responsibilities

• Virtual, customer-facing role using video software to interact with customers.
• Provide tax advice and full service return preparation and signature.
• Answer product/software questions and perform tax calculations.
• Document customer interactions and meet KPI metrics.
• Participate in training and cross-training as required.

Skills

Tax preparation

Customer service

Video interactions

Bilingual

Job description

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely. You will guide customers through tax preparation, provide explanations of tax terms, and deliver high-quality experiences via video interactions.

The role requires 2+ years of tax return preparation for many clients, active PTIN, and ability to work at least 20 hours weekly. Training and cross-training on products are included; bilingual English/Spanish is a plus.