Virtual Tax Specialist | Expert 1040 Prep & Support

Intuit, Inc.; Charlotte (NC); Remote; USD 30,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers via virtual video interactions, delivering expert guidance, tax preparation, and explanations of terms.

You will handle full-service returns with signatures, answer product questions, and document interactions while meeting KPI targets.

Candidates should have 2+ years of 1040 prep experience, PTIN, and be able to work at least 20 hours weekly, with English and Spanish skills a plus.

Qualifications

• 2+ years of federal and state individual 1040 tax return prep for at least 30 clients per season.
• Active PTIN and state licenses as required.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; strong communication skills.
• Bilingual English/Spanish a plus.

Responsibilities

• Virtual, customer-facing role using video communications software to interact with customers.
• Provide tax advice, full-service return preparation and signature, product inquiries and tax calculations.
• Create high quality customer interactions with empathy and tax knowledge.
• Document customer interactions; meet KPI metrics; participate in pilots and training.

Skills

Tax preparation

Customer service

Bilingual English/Spanish

Education

PTIN credential

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers via virtual video interactions, delivering expert guidance, tax preparation, and explanations of terms.

You will handle full-service returns with signatures, answer product questions, and document interactions while meeting KPI targets.

Candidates should have 2+ years of 1040 prep experience, PTIN, and be able to work at least 20 hours weekly, with English and Spanish skills a plus.