Virtual Tax Specialist & TurboTax Advisor

Intuit, Inc.; Cambridge (MA); Remote; USD 32,000 - 39,000; Full time

Job summary

Intuit, Inc. seeks a tax-focused professional to help customers complete their federal and state tax returns using TurboTax products. You will advise on tax questions, perform full-service return preparation, and ensure accurate signatures while delivering clear explanations of tax concepts.

The role is virtual and customer-facing, requiring strong communication, reliable internet, and the ability to meet KPI targets. Prior tax experience and a valid PTIN are essential.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.

Responsibilities

• This is a virtual, customer-facing role; interact with customers using video communications software.
• Provide tax advice, full service return preparation and signature, and handle product/software inquiries.
• Document customer interactions and troubleshoot tax advice inquiries.
• Meet company KPI metrics and participate in training and pilots as needed.

Skills

Tax preparation

Customer service

Video/phone communication

PTIN holder

Bilingual English/Spanish (plus)

Job description

Intuit, Inc. seeks a tax-focused professional to help customers complete their federal and state tax returns using TurboTax products. You will advise on tax questions, perform full-service return preparation, and ensure accurate signatures while delivering clear explanations of tax concepts.

The role is virtual and customer-facing, requiring strong communication, reliable internet, and the ability to meet KPI targets. Prior tax experience and a valid PTIN are essential.