Virtual Tax Pro — TurboTax Expert & Customer Advisor

Intuit, Inc.; Chagrin Falls (OH); Remote; USD 26,000 - 34,000; Part time

Job summary

Intuit, Inc. is seeking a tax-preparation professional for a virtual, customer-facing role to assist TurboTax users. You will deliver tax guidance, prepare returns, and answer product questions via video interactions.

The position requires 2+ years of federal/state return experience, a valid PTIN, and the ability to work at least 20 hours weekly with a reliable hardwired internet connection. Bilingual English/Spanish is a plus.

Qualifications

• 2+ years of recent federal and state individual 1040 returns experience for 30+ clients per season using tax software.
• Active PTIN and ability to obtain required state licenses.
• Willing to work a minimum of 20 hours per week; reliable hardwired internet connection.

Responsibilities

• This is a virtual, customer-facing role using video to interact with customers.
• Provide tax advice, full service return preparation and product inquiries.
• Document customer interactions and work toward KPIs and program requirements.

Skills

Tax preparation experience

Customer service

Verbal and written communication

Bilingual English/Spanish

Education

PTIN holder / ability to obtain PTIN

State licenses / certifications

Knowledge of Circular 230

Job description

Intuit, Inc. is seeking a tax-preparation professional for a virtual, customer-facing role to assist TurboTax users. You will deliver tax guidance, prepare returns, and answer product questions via video interactions.

The position requires 2+ years of federal/state return experience, a valid PTIN, and the ability to work at least 20 hours weekly with a reliable hardwired internet connection. Bilingual English/Spanish is a plus.