Remote Tax Prep Specialist - 1040 Expert

Intuit, Inc.; Sioux City (IA); Remote; USD 29,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a tax professional to assist customers in preparing federal and state returns via a virtual setup. The role emphasizes customer empathy, expert knowledge of tax preparation, and clarity in communicating complex terms.

You will guide customers through the TurboTax environment, applying government resources to provide accurate answers and ensure compliant, high-quality interactions. The position requires at least 2 years of recent 1040 preparation experience (30+

Qualifications

• 2+ years of federal/state 1040 tax return prep for 30+ clients per season.
• Active PTIN and ability to obtain state licenses.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and video tools.
• Bilingual English/Spanish a plus.
• Must reside in the 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.
• Explain tax terms in everyday language and use government resources to find answers.
• Troubleshoot and resolve customer inquiries following defined policies.
• Document customer interactions and meet KPI metrics and goals.
• Participate in pilot testing and projects as needed.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Education

PTIN/licensing requirement

Tools

TurboTax

Tax software

Job description

Intuit, Inc. is seeking a tax professional to assist customers in preparing federal and state returns via a virtual setup. The role emphasizes customer empathy, expert knowledge of tax preparation, and clarity in communicating complex terms.

You will guide customers through the TurboTax environment, applying government resources to provide accurate answers and ensure compliant, high-quality interactions. The position requires at least 2 years of recent 1040 preparation experience (30+