Remote 1040 Tax Return Specialist

Intuit, Inc.; Pleasant Hill (CA); Remote; USD 31,000 - 39,000; Full time

Job summary

Intuit, Inc. in a virtual capacity seeks individuals with tax preparation experience to guide customers through TurboTax filings.

You will deliver expert tax guidance, full service return preparation, and explanations of tax terms, using modern video tools and strong customer empathy. Responsibilities include handling tax questions, delivering high-quality customer interactions, and adhering to training and compliance requirements.

Qualifications

• 2+ years of tax preparation experience for federal and state individual returns.
• PTIN active or able to obtain.
• Working knowledge of Circular 230 and related tax rules.
• Willing to work a minimum of 20 hours per week.

Responsibilities

• Provide expert tax guidance, return preparation, and explanations of tax terms to customers.
• Interact with customers via video and audio tools in a professional, friendly manner.
• Document customer interactions and resolve inquiries according to company policies.
• Meet KPIs and participate in training and project initiatives.

Skills

Customer service

Communication

Problem solving

Education

PTIN

Tools

Smartlook

Job description

Intuit, Inc. in a virtual capacity seeks individuals with tax preparation experience to guide customers through TurboTax filings.

You will deliver expert tax guidance, full service return preparation, and explanations of tax terms, using modern video tools and strong customer empathy. Responsibilities include handling tax questions, delivering high-quality customer interactions, and adhering to training and compliance requirements.