Virtual Tax Specialist: Expert Returns & Guidance

Intuit, Inc.; Murfreesboro (TN); Remote; USD 40,000 - 60,000; Full time

Job summary

Intuit, Inc. is seeking a tax professional for a virtual, customer-facing role to guide customers through tax returns using TurboTax products. You will deliver expert tax explanations, prepare returns, and assist with software questions, balancing accuracy with clear, everyday language.

The role emphasizes strong communication, high-quality customer interactions, and ongoing training to meet KPI goals. Must reside in the United States and have access to a reliable internet connection.

Qualifications

• 2+ years of federal/state 1040 preparation for 30+ clients per season using commercial software.
• Must possess or obtain state licenses or permits and PTIN.
• Proficient with technology and video/audio communication tools.

Responsibilities

• Virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full-service return preparation and e-signature support.
• Assist customers with tax questions, software inquiries, and tax calculations.
• Document customer interactions and meet KPI metrics.

Skills

Tax preparation

Video support

Bilingual EN/ES

Education

PTIN/licensing readiness

Tools

TurboTax

CRM tools

Job description

Intuit, Inc. is seeking a tax professional for a virtual, customer-facing role to guide customers through tax returns using TurboTax products. You will deliver expert tax explanations, prepare returns, and assist with software questions, balancing accuracy with clear, everyday language.

The role emphasizes strong communication, high-quality customer interactions, and ongoing training to meet KPI goals. Must reside in the United States and have access to a reliable internet connection.