Virtual Tax Return Specialist

Intuit, Inc.; Lutz (FL); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. seeks a motivated tax professional for a virtual TurboTax support role. You will guide customers through federal and state returns, provide tax explanations, and perform full service preparation and signature tasks using our software.

Requirements include 2+ years of recent tax return experience, active PTIN, state licenses or ability to obtain, and at least 20 hours per week. Strong communication and tech proficiency are essential; US residence required.

Qualifications

• 2+ years of recent federal and state 1040 tax return prep for at least 30 clients per season using commercial tax software.
• Active PTIN and state licenses or ability to obtain.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and tax software.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will use video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product/workflow inquiries.
• Create high quality customer interactions with empathy and tax expertise.
• Document customer interactions and work toward KPI metrics and training requirements.

Skills

Tax return prep

Customer service

Communication

Video interactions

Education

PTIN required

State licenses/certificates

Job description

Intuit, Inc. seeks a motivated tax professional for a virtual TurboTax support role. You will guide customers through federal and state returns, provide tax explanations, and perform full service preparation and signature tasks using our software.

Requirements include 2+ years of recent tax return experience, active PTIN, state licenses or ability to obtain, and at least 20 hours per week. Strong communication and tech proficiency are essential; US residence required.