Remote Tax Prep Specialist: 1040 Returns & Client Support

Intuit, Inc.; St. Louis (MO); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to support TurboTax customers in a fully remote role. You will provide expert tax guidance, complete returns, and explain tax concepts in plain language.

The ideal candidate has 2+ years of federal and state 1040 experience, a valid PTIN, and strong communication skills. You must reside in the United States and be prepared for training and compliance requirements.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 tax returns for at least 30 clients per season.
• Active PTIN and ability to obtain state licenses if required.
• Strong customer service and communication skills for virtual interactions.

Responsibilities

• This is a virtual, customer-facing role using video software to interact with customers.
• Assist TurboTax customers with tax returns, including full service preparation and signing.
• Provide tax advice and answer product/software questions clearly and accurately.
• Document customer interactions and apply company policies to resolve inquiries.
• Meet KPI metrics and participate in pilots and validations as needed.
• Complete required training and development programs as determined by the business.

Skills

Tax preparation

Customer service

Video/phone communication

PTIN knowledge

Bilingual English/Spanish

Tools

TurboTax

Job description

Intuit, Inc. is seeking a highly motivated tax professional to support TurboTax customers in a fully remote role. You will provide expert tax guidance, complete returns, and explain tax concepts in plain language.

The ideal candidate has 2+ years of federal and state 1040 experience, a valid PTIN, and strong communication skills. You must reside in the United States and be prepared for training and compliance requirements.