Remote Tax Prep Specialist - 1040 Expert & Client Advocate

Intuit, Inc.; Denver (CO); Remote; USD 29,000 - 37,000; Full time

Job summary

Intuit, Inc. is seeking a tax‑savvy professional for a fully remote, virtual position helping customers complete federal and state tax returns using TurboTax products.

You will guide clients, perform full service return preparation with signatures, and answer tax and software questions with clear, everyday language. The role requires 2+ years of recent 1040 experience, PTIN, and knowledge of Circular 230, with the ability to work at least 20 hours weekly.

Qualifications

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

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers via video communications software.
• Provide tax advice and full-service tax return preparation and signature.
• Answer product/software questions and perform tax calculations.
• Document customer interactions and meet KPI metrics.
• Participate in trainings, pilots, and learning initiatives as needed.

Skills

Tax preparation

Customer service

Communication

Tech literacy

English/Spanish

Job description

Intuit, Inc. is seeking a tax‑savvy professional for a fully remote, virtual position helping customers complete federal and state tax returns using TurboTax products.

You will guide clients, perform full service return preparation with signatures, and answer tax and software questions with clear, everyday language. The role requires 2+ years of recent 1040 experience, PTIN, and knowledge of Circular 230, with the ability to work at least 20 hours weekly.