Virtual Tax Specialist - Expert Tax Prep & Support

Intuit, Inc.; Grand Rapids (MI); Remote; USD 29,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a tax professional for a virtual, customer-facing role to assist TurboTax customers with tax preparation, explanations of tax terms, and guidance using TurboTax products.

The role emphasizes delivering confident, empathetic support and utilizing government and professional resources to resolve inquiries. Candidates should have 2+ years of federal/state 1040 preparation experience, an active PTIN, and strong communication and tech skills.

Qualifications

• 2+ years of federal and state 1040 tax return prep for at least 30 clients per season.
• Active PTIN and state license or ability to obtain.
• Strong customer service and communication skills; comfortable with video tools.

Responsibilities

• This is a virtual, customer-facing role; you will use our video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and work toward KPI metrics and program goals.
• Participate in training and development activities as required by the business.

Skills

Tax preparation

Video support

Customer service

Verbal & written comms

Circular 230

Tech proficiency

Bilingual English/Spanish

Job description

Intuit, Inc. is seeking a tax professional for a virtual, customer-facing role to assist TurboTax customers with tax preparation, explanations of tax terms, and guidance using TurboTax products.

The role emphasizes delivering confident, empathetic support and utilizing government and professional resources to resolve inquiries. Candidates should have 2+ years of federal/state 1040 preparation experience, an active PTIN, and strong communication and tech skills.