Remote Tax Prep Specialist (1040 Expert)

Intuit, Inc.; West Lafayette (IN); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a tax professional for a virtual TurboTax support role. You will guide customers through federal and state returns, provide tax explanations, and perform full service preparation and signature for delegated returns.

Ideal candidates have 2+ years of tax preparation experience, active PTIN, state licenses, and strong communication skills. The role requires a wired internet connection and at least 20 hours per week, with training and KPI-driven performance.

Qualifications

• 2+ years of recent experience preparing federal and state individual 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 PTIN.
• Working knowledge of Circular 230.
• Must be willing and available to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills – ability to interact with customers through video and audio tools in a professional, friendly, and confident manner.
• 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.

Responsibilities

• This is a virtual, customer-facing role; you will be using our state of the art video communications software to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their tax returns with: Tax advice, Full Service return preparation and signature, Product/software inquiries, Tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and extensive tax expertise.
• Utilize government websites, professional resources, and team expertise to deliver the right answer in everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and preparation inquiries.
• Document customer interactions
• Work toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations, as needed.
• Complete all required training and development as determined by the business.

Skills

Tax preparation

Customer service

Bilingual English/Spanish

Verbal & written communication

Tech proficiency

Job description

Intuit, Inc. is seeking a tax professional for a virtual TurboTax support role. You will guide customers through federal and state returns, provide tax explanations, and perform full service preparation and signature for delegated returns.

Ideal candidates have 2+ years of tax preparation experience, active PTIN, state licenses, and strong communication skills. The role requires a wired internet connection and at least 20 hours per week, with training and KPI-driven performance.