Remote Tax Expert & 1040 Prep Specialist

Intuit, Inc.; Gastonia (NC); Remote; USD 26,000 - 34,000; Part time

Job summary

Intuit, Inc. is seeking a motivated tax professional to help TurboTax customers complete their taxes remotely. You will provide expert guidance, tax preparation, and explanations of tax terms, while advancing the brand and customer satisfaction.

This is a virtual, customer-facing role. You will interact via video and audio tools, document interactions, and strive to meet KPIs, including mandatory training and compliance steps.

Qualifications

• 2+ years of federal and state 1040 tax return preparation experience for 30+ clients per season.
• Must possess or obtain any related State licenses, certificates, permits, or bonds.
• Active PTIN or ability to obtain PTIN.

Responsibilities

• Assist customers virtually using video communications to guide tax preparation and explanations.
• Provide tax advice, full-service returns, and product-related inquiries.
• Document customer interactions and maintain records while meeting KPIs.

Skills

Tax preparation

Customer service

Bilingual English/Spanish (a plus)

Education

PTIN required or able to obtain

Job description

Intuit, Inc. is seeking a motivated tax professional to help TurboTax customers complete their taxes remotely. You will provide expert guidance, tax preparation, and explanations of tax terms, while advancing the brand and customer satisfaction.

This is a virtual, customer-facing role. You will interact via video and audio tools, document interactions, and strive to meet KPIs, including mandatory training and compliance steps.