Virtual Tax Specialist – Expert Prep & Guidance

Intuit, Inc.; Springfield (IL); Remote; USD 29,000 - 37,000; Part time

Job summary

Intuit, Inc. seeks a tax professional to assist TurboTax customers with federal and state returns. This is a virtual, customer-facing role requiring strong communication, tax knowledge, and at least 2 years of experience.

You will work up to 20+ hours per week from a home or remote setup in the United States. Responsibilities include providing tax advice, full service return preparation and signature, answering product questions, and documenting interactions while meeting KPI goals.

Qualifications

• 2+ years preparing federal and state 1040 returns for 30+ clients per season.
• Must possess or obtain PTIN and state licenses/certificates.
• Active PTIN required; knowledge of Circular 230.
• Willing to work minimum 20 hours per week.
• Dedicated internet connection meeting security criteria.

Responsibilities

• Virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full service return prep and signature.
• Answer product/software inquiries and perform tax calculations.
• Create high quality customer interactions with empathy and expertise.
• Document customer interactions and apply policies to resolve inquiries.
• Meet KPI metrics and Big Bet goals; participate in pilots and trainings.
• Complete required training including compliance and up-skilling.

Skills

Tax preparation experience

Customer service

Verbal and written communication

Bilingual English/Spanish (plus)

Tools

TurboTax

Tax software

Job description

Intuit, Inc. seeks a tax professional to assist TurboTax customers with federal and state returns. This is a virtual, customer-facing role requiring strong communication, tax knowledge, and at least 2 years of experience.

You will work up to 20+ hours per week from a home or remote setup in the United States. Responsibilities include providing tax advice, full service return preparation and signature, answering product questions, and documenting interactions while meeting KPI goals.