Remote Tax Prep Specialist for 1040 Returns

Intuit, Inc.; Carlsbad (CA); Remote; USD 31,000 - 39,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a qualified tax professional to assist TurboTax customers with tax preparation and guidance in a virtual setting. You will help complete federal and state returns, explain tax terms, and ensure accuracy using industry-leading tools.

Excellent communication and customer service are essential as you interact with customers, provide clear answers, and document interactions. Willingness to complete training and comply with security standards is required.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers via video communications software.
• Provide tax advice, full service return preparation and signing, and product inquiries.
• Explain tax terms and navigate tax questions using plain language and resources.
• Document customer interactions and meet KPI metrics.

Skills

Tax advisory

Customer service

Communication

Tech proficiency

Bilingual (English/Spanish)

Education

PTIN (required)

State licenses/certificates

Circular 230 knowledge

Tools

TurboTax

Job description

Intuit, Inc. is seeking a qualified tax professional to assist TurboTax customers with tax preparation and guidance in a virtual setting. You will help complete federal and state returns, explain tax terms, and ensure accuracy using industry-leading tools.

Excellent communication and customer service are essential as you interact with customers, provide clear answers, and document interactions. Willingness to complete training and comply with security standards is required.