Remote Tax Prep Specialist - 1040 Expert

Intuit, Inc.; Champaign (IL); Remote; USD 29,000 - 37,000; Full time

Job summary

Intuit, Inc. is seeking a tax-preparation professional in a virtual, customer-facing capacity to guide customers through their TurboTax returns. You will advise on tax terms, perform full service return preparation, and respond to product inquiries using clear language.

The role requires 2+ years of preparation experience, PTIN, and comfort with video interactions. You will operate remotely within the United States and complete required trainings to support customer success.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season using commercial tax prep software.
• Active PTIN required or able to obtain.
• Knowledge of Circular 230 is preferred.

Responsibilities

• This is a virtual, customer-facing role using video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and answer product/software inquiries.
• Document customer interactions and work toward meeting KPI metrics and training requirements.

Skills

Tax preparation

Customer service

Verbal communication

Written communication

Problem solving

Education

PTIN credential

Tools

Tax software

Job description

Intuit, Inc. is seeking a tax-preparation professional in a virtual, customer-facing capacity to guide customers through their TurboTax returns. You will advise on tax terms, perform full service return preparation, and respond to product inquiries using clear language.

The role requires 2+ years of preparation experience, PTIN, and comfort with video interactions. You will operate remotely within the United States and complete required trainings to support customer success.