Virtual Tax Pro - Expert Returns & Client Guidance

Intuit, Inc.

Saginaw (MI)

Remote

USD 32,000 - 39,000

Part time

20 hours ago
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Job summary

Intuit, Inc. seeks a virtual tax professional with tax preparation experience to guide customers through their returns using TurboTax products.

You will deliver expert tax explanations, assist with full service returns, and resolve product questions while maintaining patient, customer-focused communication. Candidate should have 2+ years of federal/state return prep experience, active PTIN, and willingness to meet training requirements.

Qualifications

  • 2+ years of experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
  • Active PTIN and ability to obtain state licenses as required.
  • Strong customer service and communication skills with experience in tax software.

Responsibilities

  • Interact with customers via video/phone to provide tax preparation guidance and explanations.
  • Perform full service return preparation and signature tasks.
  • Answer product and software inquiries and perform tax calculations.
  • Document customer interactions and maintain compliance with Circular 230.

Job description

Intuit, Inc. seeks a virtual tax professional with tax preparation experience to guide customers through their returns using TurboTax products.

You will deliver expert tax explanations, assist with full service returns, and resolve product questions while maintaining patient, customer-focused communication. Candidate should have 2+ years of federal/state return prep experience, active PTIN, and willingness to meet training requirements.

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