Virtual Tax Pro: Expert Prep & Client Guidance

Intuit, Inc.; Mount Airy (NC); Remote; USD 30,000 - 39,000; Full time

Benefits offered by this job

Annual bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a virtual tax professional with experience preparing federal and state returns for many clients each season.

You will guide customers through tax advice, full service returns, and product inquiries using TurboTax software, delivering friendly, confident support. Applicants should have strong communication, problem-solving skills, and the ability to work in a fast-paced, remote environment.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Must possess or be able to obtain related state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Strong customer service skills and ability to interact via video/audio tools.
• Excellent verbal and written communication skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have or be willing to obtain a dedicated hardwired internet connection.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Help TurboTax customers with tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions using empathy and tax expertise.
• Document customer interactions and comply with company policies.
• Meet KPI metrics and participate in pilots, projects, and trainings as required.

Skills

Customer service

Communication skills

Problem solving

Critical thinking

Fast-paced environment

Bilingual (English/Spanish)

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a virtual tax professional with experience preparing federal and state returns for many clients each season.

You will guide customers through tax advice, full service returns, and product inquiries using TurboTax software, delivering friendly, confident support. Applicants should have strong communication, problem-solving skills, and the ability to work in a fast-paced, remote environment.