Remote Tax Prep Specialist - 1040 Returns & Expert Guidance

Intuit, Inc.; Rolling Meadows (IL); Remote; USD 29,000 - 37,000; Full time

Job summary

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely with tax preparation and explanations of tax terms.

The role emphasizes high-quality interactions, accurate tax advice, and clear communication. You will use TurboTax software and our video tools to guide clients through returns, answer software questions, and ensure compliant, timely filings while meeting key performance metrics.

Qualifications

• 2+ years of federal and state 1040 tax return prep for at least 30 clients per season.
• Must possess or obtain state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing 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.
• Must have (or be willing to obtain) a dedicated hardwired internet connection that meets Intuit Security criteria.
• Bilingual (English/Spanish) communication skills (written & spoken) a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will be using our state of the art video communications software (Smartlook) 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 inquires, Tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep (extensive) knowledge and expertise in the field of tax preparation.
• Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and preparation inquiries.
• Document customer interactions
• Work continuously toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations, as needed.
• Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance trainings, proficiency-based up-skilling, cross-training of other products or offerings, and professional development.

Skills

Tax preparation

Customer service

Verbal & written communication

Video communication tools

Bilingual English/Spanish

Education

PTIN (Preparer Tax Identification Number)

State licenses or certificates

Tools

TurboTax software

Smartlook

Job description

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely with tax preparation and explanations of tax terms.

The role emphasizes high-quality interactions, accurate tax advice, and clear communication. You will use TurboTax software and our video tools to guide clients through returns, answer software questions, and ensure compliant, timely filings while meeting key performance metrics.