Remote Tax Prep Specialist - 1040 Expert

Intuit, Inc.; Palos Heights (IL); Remote; USD 29,000 - 37,000; Part time

Job summary

Intuit, Inc. is seeking a motivated tax professional to guide customers through their TurboTax returns. You will provide expert tax guidance, prepare returns, and explain tax terms via a virtual interface, helping customers feel confident throughout the process.

The role emphasizes excellent communication, adherence to procedures, and the ability to document interactions while meeting key performance goals. A flexible, remote schedule with training opportunities is offered.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns for 30+ clients per season.
• Must possess or be able to obtain PTIN.
• Knowledge of Circular 230.
• Willingness to work minimum 20 hours per week.
• Bilingual English/Spanish is a plus.
• Must reside in United States.

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 product inquiries.
• Document customer interactions and troubleshoot tax questions.
• Work toward KPI metrics and participate in trainings and pilots as needed.

Skills

Tax prep experience

Communication skills

Video support

PTIN holder or eligible

US residency

Bilingual English/Spanish

20 hours/week availability

Job description

Intuit, Inc. is seeking a motivated tax professional to guide customers through their TurboTax returns. You will provide expert tax guidance, prepare returns, and explain tax terms via a virtual interface, helping customers feel confident throughout the process.

The role emphasizes excellent communication, adherence to procedures, and the ability to document interactions while meeting key performance goals. A flexible, remote schedule with training opportunities is offered.