Remote Tax Prep Specialist | 1040 Expert

Intuit, Inc.; Birmingham (AL); Remote; USD 30,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a virtual tax professional with experience preparing federal and state 1040 returns to assist TurboTax customers in the United States. You will guide customers through tax returns, explain tax terms, and deliver accurate, friendly support via video and chat tools.

A minimum of 20 hours per week is required, with comprehensive training and compliance programs provided. This role emphasizes customer empathy, clear communication, and adherence to security standards in a

Qualifications

• 2+ years of experience preparing federal and state 1040 tax returns for at least 30 clients per season.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Willingness to work a minimum of 20 hours per week.
• Proficient with technology; solid computer operations and software.
• Strong customer service skills via video and audio tools.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Dedicated hardwired internet connection meeting security criteria.
• Bilingual EN/ES a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers using video communications software (Smartlook).
• Help TurboTax customers with tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality interactions and instill confidence with deep customer empathy and tax expertise.
• Utilize government sites and professional resources to deliver the right answer in everyday language.
• Apply defined practices and policies to troubleshoot and resolve inquiries.
• Document customer interactions.
• Meet KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and validations.
• Complete required trainings and development as determined by the business.

Skills

Tax preparation

Customer service

Video support

Remote work

Bilingual EN/ES

Job description

Intuit, Inc. is seeking a virtual tax professional with experience preparing federal and state 1040 returns to assist TurboTax customers in the United States. You will guide customers through tax returns, explain tax terms, and deliver accurate, friendly support via video and chat tools.

A minimum of 20 hours per week is required, with comprehensive training and compliance programs provided. This role emphasizes customer empathy, clear communication, and adherence to security standards in a