Virtual Tax Pro: Expert Support for Tax Returns

Intuit, Inc.; Allentown (Lehigh County); Remote; USD 30,000 - 39,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a tax-preparation professional to assist TurboTax customers remotely. You will guide clients through federal/state returns, provide tax advice, and complete full-service tax preparations with clear explanations.

The role requires strong communication skills and the ability to explain complex terms in plain language. Responsibilities include handling customer interactions, documenting progress, meeting KPI goals, and participating in ongoing training.

Qualifications

• 2+ years of tax preparation experience and federal/state returns experience.
• Active PTIN and ability to obtain state licenses if required.
• Familiar with Circular 230 and tax regulations.
• Ability to work minimum 20 hours per week.
• Strong technical and software skills and online security awareness.
• Must reside in the United States and pass training requirements.

Responsibilities

• Virtual, customer-facing role using video tools to assist TurboTax customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Explain tax and technical terms in everyday language; document interactions.
• Meet company KPI metrics and participate in pilots and trainings.
• Troubleshoot using approved procedures and resources; work with government sites as needed.

Skills

Customer service

Video/phone communication

Verbal communication

Written communication

Critical thinking

Problem solving

Bilingual English/Spanish

Tools

TurboTax software

Computers & software proficiency

Job description

Intuit, Inc. is seeking a tax-preparation professional to assist TurboTax customers remotely. You will guide clients through federal/state returns, provide tax advice, and complete full-service tax preparations with clear explanations.

The role requires strong communication skills and the ability to explain complex terms in plain language. Responsibilities include handling customer interactions, documenting progress, meeting KPI goals, and participating in ongoing training.