Virtual Tax Pro & Prep Specialist

Intuit, Inc.; Stamford (CT); Remote; USD 29,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a virtual tax preparer with tax preparation experience to assist TurboTax customers. You will provide expert guidance, perform full service returns, and explain tax terminology using everyday language.

The role is customer-facing via video, with training and compliance requirements. Candidates should have PTIN, state licenses or ability to obtain, and be available at least 20 hours per week. Bilingual English/Spanish is a plus.

Qualifications

• 2+ years of recent federal and state 1040 tax return experience for at least 30 clients per season.
• Must possess or be able to obtain state licenses, certificates, permits, or bonds.
• Active PTIN and working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.

Responsibilities

• This is a virtual, customer-facing role; interact with customers via video communication.
• Provide tax advice, full service return preparation and signature, and answer product questions.
• Explain tax terms in everyday language and use government resources to find answers.
• Document customer interactions and strive to meet KPI metrics and training requirements.

Skills

Tax preparation

Customer service

Communication

Video/phone interaction

Bilingual English/Spanish

Tools

Smartlook

Job description

Intuit, Inc. is seeking a virtual tax preparer with tax preparation experience to assist TurboTax customers. You will provide expert guidance, perform full service returns, and explain tax terminology using everyday language.

The role is customer-facing via video, with training and compliance requirements. Candidates should have PTIN, state licenses or ability to obtain, and be available at least 20 hours per week. Bilingual English/Spanish is a plus.