Virtual Tax Specialist — Expert Returns & Guidance

Intuit, Inc.; Saint Cloud (MN); Remote; USD 26,000 - 33,000; Full time

Job summary

Intuit, Inc. is seeking a motivated tax professional with TurboTax experience to help customers complete their taxes remotely. You will guide customers through tax returns, provide explanations of tax terms, and deliver high-quality interactions via video communications.

Responsibilities include tax advice, full-service return preparation, product inquiries, and documenting interactions. You will train as needed and adhere to security requirements, ensuring accurate support for the United States

Qualifications

• 2 or more years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients/customers per season for compensation, using commercial tax preparation software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Must be willing and available to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills – ability to interact with customers through video and audio tools in a professional, friendly, and confident manner.
• Excellent verbal and written communication skills
• Critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have (or be willing to obtain) a dedicated hardwired internet connection that meets Intuit Security criteria.
• Bilingual (English/Spanish) communication skills (written & spoken) a plus
• Must reside in the United States.

Responsibilities

• Virtual, customer-facing role using video software to interact with customers.
• Assist TurboTax customers with tax returns: advice, preparation, signature, and product inquiries.
• Provide clear explanations of tax terms using everyday language.
• Document interactions and meet KPIs; participate in trainings and compliance programs.
• Support remote work with reliable internet and security requirements.

Skills

Tax preparation

Customer service

Bilingual English/Spanish

Job description

Intuit, Inc. is seeking a motivated tax professional with TurboTax experience to help customers complete their taxes remotely. You will guide customers through tax returns, provide explanations of tax terms, and deliver high-quality interactions via video communications.

Responsibilities include tax advice, full-service return preparation, product inquiries, and documenting interactions. You will train as needed and adhere to security requirements, ensuring accurate support for the United States