Virtual Tax Pro - Tax Prep and Guidance Specialist

Intuit, Inc.; Bluffton (SC); Remote; USD 29,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a tax professional to assist TurboTax customers through virtual interactions. You will guide customers through federal and state returns, explain tax terms, and ensure accurate, friendly service while upholding performance standards.

Requirements include 2+ years of tax return experience, active PTIN, ability to work at least 20 hours weekly, and US residency. Bilingual English/Spanish is a plus; remote work is supported.

Qualifications

• 2+ years of recent federal/state tax return preparation experience (at least 30 clients/season) using commercial software
• Active PTIN
• State license/certificates as required
• Willing to work a minimum of 20 hours per week
• Proficient with technology and computers
• Bilingual English/Spanish is a plus
• Must reside in the United States

Responsibilities

• Virtual, customer-facing role using video communications to interact with customers
• Provide tax advice, full service return preparation and signature
• Answer product/software inquiries and tax calculations
• Document customer interactions and maintain quality interactions
• Meet KPI metrics and participate in pilots and programs
• Complete required training and development as determined by the business

Skills

Customer service

Bilingual EN/ES

Strong communication

Tech savvy

Video chat experience

Job description

Intuit, Inc. is seeking a tax professional to assist TurboTax customers through virtual interactions. You will guide customers through federal and state returns, explain tax terms, and ensure accurate, friendly service while upholding performance standards.

Requirements include 2+ years of tax return experience, active PTIN, ability to work at least 20 hours weekly, and US residency. Bilingual English/Spanish is a plus; remote work is supported.