Virtual Tax Specialist — Full-Service Returns

Jobtome; Detroit (OR); Remote; USD 26,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit’s TurboTax division seeks a motivated tax preparer to guide customers through their returns using TurboTax products. You will provide tax expertise, perform full-service preparation, and explain tax terms in everyday language while delivering high-quality customer experiences via virtual interactions.

The role requires 2+ years of experience, PTIN, and US residency. Training and compliance requirements apply; a flexible schedule of at least 20 hours weekly is expected.

Qualifications

• 2+ years of experience preparing federal and state 1040 returns for 30+ clients per season with tax software.
• Active PTIN required or able to obtain.
• State licenses, permits, or bonds as applicable.
• Knowledge of Circular 230.
• Willing to work minimum 20 hours per week.
• Must reside in the United States.

Responsibilities

• Provide tax advice and full service return preparation and signature.
• Assist with tax calculations and product inquiries.
• Explain tax terms in everyday language to customers.
• Document customer interactions and troubleshoot issues.
• Meet KPI metrics and participate in training and pilots.

Skills

Customer service

Communication skills

Problem solving

Research skills

Technology proficiency

Bilingual English/Spanish

Education

Active PTIN

State license/certification

Job description

Intuit’s TurboTax division seeks a motivated tax preparer to guide customers through their returns using TurboTax products. You will provide tax expertise, perform full-service preparation, and explain tax terms in everyday language while delivering high-quality customer experiences via virtual interactions.

The role requires 2+ years of experience, PTIN, and US residency. Training and compliance requirements apply; a flexible schedule of at least 20 hours weekly is expected.