Virtual Tax Pro — Expert Returns & Client Guidance

Intuit, Inc.; Center Square (PA); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a tax-preparation professional for a virtual, customer-facing role supporting TurboTax customers. You will guide clients through tax concepts, provide tax advice, and perform full-service returns using our software via video interactions.

The role emphasizes clear communication, empathy, and the ability to translate complex tax terms into everyday language. Training and compliance requirements will be part of the onboarding process.

Qualifications

• 2+ years of federal and state 1040 tax return preparation for 30+ clients per season.
• Active PTIN and state licenses/certificates.
• Working knowledge of Circular 230.

Responsibilities

• Provide tax advice and full-service return preparation and signature.
• Assist customers via virtual video interactions.
• Document customer interactions and resolve inquiries.
• Meet KPI metrics and participate in trainings.

Skills

Tax preparation

Customer service

Bilingual EN/ES

PTIN holder

State licenses

20 hrs/week

Job description

Intuit, Inc. is seeking a tax-preparation professional for a virtual, customer-facing role supporting TurboTax customers. You will guide clients through tax concepts, provide tax advice, and perform full-service returns using our software via video interactions.

The role emphasizes clear communication, empathy, and the ability to translate complex tax terms into everyday language. Training and compliance requirements will be part of the onboarding process.