Virtual Tax Pro — Expert Returns & Customer Guidance

Intuit, Inc.; Murfreesboro (TN); Remote; USD 28,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a virtual Tax Preparer to assist TurboTax customers with federal and state 1040 returns. You will provide expert tax guidance, complete returns for clients, and explain complex tax terms in plain language via video sessions.

The role emphasizes excellent customer service, quick problem-solving, and adherence to company policies. A PTIN and state licenses where required are expected, with training provided.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season using commercial software.
• Strong communication skills for video interactions and customer guidance.
• Ability to use government sites and professional resources to resolve inquiries.

Responsibilities

• Assist TurboTax customers via virtual video sessions with tax returns, advice, and product inquiries.
• Prepare and sign full tax returns for clients; explain tax concepts in everyday language.
• Document customer interactions and progress, aiming to meet KPIs and project goals.
• Complete required training, including compliance and cross-training across products.

Skills

Tax preparation

Customer service

Communication

Bilingual English/Spanish

Tools

Smartlook

Job description

Intuit, Inc. is seeking a virtual Tax Preparer to assist TurboTax customers with federal and state 1040 returns. You will provide expert tax guidance, complete returns for clients, and explain complex tax terms in plain language via video sessions.

The role emphasizes excellent customer service, quick problem-solving, and adherence to company policies. A PTIN and state licenses where required are expected, with training provided.