Virtual Tax Specialist – Tax Prep & Client Guidance

Intuit, Inc.; Westminster (MD); Remote; USD 29,000 - 37,000; Part time

Job summary

Intuit, Inc. is seeking a motivated tax professional for a virtual role helping TurboTax customers complete federal and state returns with expert guidance. You will explain tax terms, perform calculations, and deliver clear, empathetic support through video and chat.

Strong communication and tech proficiency are essential. Remote, U.S.-based work with flexible hours. Ideal candidates have 2+ seasons of 1040 prep experience, active PTIN, and knowledge of Circular 230.

Qualifications

• 2+ years of federal and state 1040 tax return preparation for at least 30 clients per season.
• Must possess or obtain State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and software.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsibilities

• Assist TurboTax customers via virtual video and audio interactions.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and troubleshoot using defined practices.
• Meet KPI metrics and participate in pilots and trainings.

Skills

Tax preparation

Customer service

Bilingual English/Spanish

Remote/virtual work

Tools

TurboTax software

Video chat platforms

Job description

Intuit, Inc. is seeking a motivated tax professional for a virtual role helping TurboTax customers complete federal and state returns with expert guidance. You will explain tax terms, perform calculations, and deliver clear, empathetic support through video and chat.

Strong communication and tech proficiency are essential. Remote, U.S.-based work with flexible hours. Ideal candidates have 2+ seasons of 1040 prep experience, active PTIN, and knowledge of Circular 230.