Remote Tax Prep Specialist (1040 Returns)

Intuit, Inc.; Santa Barbara (CA); Remote; USD 30,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a motivated tax preparation specialist for a virtual role to assist TurboTax customers with tax guidance, full-service returns, and explanations of tax terms.

You will interact with clients using video tools, deliver high-quality experiences, and leverage government resources to provide accurate answers in everyday language. The position requires 2+ years of federal/state tax return experience, PTIN, and willingness to work at least 20 hours per week.

Qualifications

• 2+ years of federal/state individual 1040 tax return prep experience for many clients
• Must have or obtain PTIN and state licenses/certificates
• Willing to work at least 20 hours per week
• Strong verbal and written communication, with video/audio tools

Responsibilities

• Provide expert tax guidance and full-service return preparation via TurboTax
• Interact with customers through video communications software and online platforms
• Explain tax concepts in plain language and document interactions
• Meet KPIs and participate in training and pilot initiatives

Skills

Tax preparation

Customer service

Bilingual English/Spanish

Job description

Intuit, Inc. is seeking a motivated tax preparation specialist for a virtual role to assist TurboTax customers with tax guidance, full-service returns, and explanations of tax terms.

You will interact with clients using video tools, deliver high-quality experiences, and leverage government resources to provide accurate answers in everyday language. The position requires 2+ years of federal/state tax return experience, PTIN, and willingness to work at least 20 hours per week.