Remote 1040 Tax Preparer & Advisor

Intuit, Inc.; Tempe (AZ); Remote; USD 29,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist customers with tax preparation using TurboTax products in a remote setting.

You will guide customers through federal and state returns, explain tax terms, and provide excellent service to help them complete their taxes efficiently. The role requires strong communication, in-depth tax knowledge, and the ability to work with browsing tools and government websites to deliver accurate results.

Qualifications

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

Responsibilities

• Virtual, customer-facing role using video software to interact with customers.
• Provide tax advice and full service return preparation with signature.
• Answer product/software inquiries and perform tax calculations.
• Create high-quality customer interactions using empathy and tax expertise.
• Document customer interactions and resolve inquiries per defined policies.
• Complete required training and development as determined by the business.

Skills

Tax preparation experience

Bilingual English/Spanish

Strong communication skills

Technical software proficiency

Tools

TurboTax

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist customers with tax preparation using TurboTax products in a remote setting.

You will guide customers through federal and state returns, explain tax terms, and provide excellent service to help them complete their taxes efficiently. The role requires strong communication, in-depth tax knowledge, and the ability to work with browsing tools and government websites to deliver accurate results.