Remote Tax Prep Specialist - Expert 1040 Returns

Intuit, Inc.; Glendale (AZ); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a high-motivated tax professional to assist customers in completing their federal and state tax returns from a remote setting.

You will guide customers through tax concepts, provide expert advice, and ensure accurate, complete returns using TurboTax and related tools. The role emphasizes clear communication and empathy, with responsibilities spanning tax calculations, explanations, and documentation of customer interactions.

Qualifications

• 2+ years of 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 PTIN and state licenses/certificates.
• Strong written and verbal communication, and ability to explain tax concepts clearly.

Responsibilities

• This is a virtual, customer-facing role; you will use video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and answer product inquiries.
• Document customer interactions and work toward meeting KPI metrics and company goals.
• Complete required trainings and participate in pilot testing as needed.

Skills

Tax preparation

Customer service

Bilingual English/Spanish

Tools

TurboTax

Job description

Intuit, Inc. is seeking a high-motivated tax professional to assist customers in completing their federal and state tax returns from a remote setting.

You will guide customers through tax concepts, provide expert advice, and ensure accurate, complete returns using TurboTax and related tools. The role emphasizes clear communication and empathy, with responsibilities spanning tax calculations, explanations, and documentation of customer interactions.