Virtual Tax Return Specialist

Intuit, Inc.; Huntsville (AL); Remote; USD 25,000 - 33,000; Part time

Job summary

Intuit, Inc. is seeking a qualified tax professional for a remote, part-time role focused on guiding customers through TurboTax. You will advise on tax preparation, handle returns, and clarify tax terms via video interactions.

Requirements include 2+ years of federal/state return experience, PTIN, and strong communication skills. The role emphasizes customer empathy, policy adherence, and KPI achievement.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns.
• Must have or be able to obtain a PTIN and related state licenses if required.
• Ability to interact with customers through video and audio tools in a professional manner.

Responsibilities

• Provide tax advice and full service return preparation and signature.
• Interact with customers via video communications software to assist with tax returns.
• Document customer interactions and maintain records in compliance with policies.
• Meet KPIs and participate in pilot testing and cross-training as needed.

Skills

Tax preparation

Customer service

Verbal communication

Written communication

Video communication

Bilingual English/Spanish

Job description

Intuit, Inc. is seeking a qualified tax professional for a remote, part-time role focused on guiding customers through TurboTax. You will advise on tax preparation, handle returns, and clarify tax terms via video interactions.

Requirements include 2+ years of federal/state return experience, PTIN, and strong communication skills. The role emphasizes customer empathy, policy adherence, and KPI achievement.