Remote Tax Expert — Virtual 1040 Prep & Guidance

Intuit, Inc.; New London (CT); Remote; USD 26,000 - 39,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. seeks a motivated tax preparation professional to assist TurboTax customers remotely with tax returns and guidance. You will use video tools to interact with clients, explain tax concepts, and ensure accurate, compliant filings.

Role requires 2+ years of federal/state return prep experience, PTIN, and strong communication skills. Remote work with a dedicated internet connection; bilingual English/Spanish a plus; 20+ hours weekly.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for 30+ clients per season using commercial tax software.
• Active PTIN and willing to obtain state licenses/certificates.
• Knowledge of Circular 230.
• Willing to work at least 20 hours per week.
• Proficient with technology and software.
• Strong customer service, verbal and written communication skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Dedicated hardwired internet connection meeting security criteria.
• English/Spanish bilingual skills a plus.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full-service return preparation and signature, and product inquiries.
• Explain tax terms in everyday language and document customer interactions.
• Follow defined procedures to troubleshoot tax advice and preparation inquiries.
• Meet KPI metrics and participate in pilots and training as required.

Skills

Tax preparation experience

Customer service

Verbal and written communication

Critical thinking

Problem solving

Internet & computer skills

Bilingual (English/Spanish) optional

Resident in United States

Tools

TurboTax software

Smartlook video software

Job description

Intuit, Inc. seeks a motivated tax preparation professional to assist TurboTax customers remotely with tax returns and guidance. You will use video tools to interact with clients, explain tax concepts, and ensure accurate, compliant filings.

Role requires 2+ years of federal/state return prep experience, PTIN, and strong communication skills. Remote work with a dedicated internet connection; bilingual English/Spanish a plus; 20+ hours weekly.