Remote Tax Prep Specialist — Virtual 1040 Expert

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

Job summary

Intuit, Inc. is seeking a motivated tax professional to guide customers through their TurboTax returns in a virtual setting. You will provide expert tax guidance, prepare returns, and explain tax terms clearly while delivering excellent customer service.

The role requires at least two years of preparation experience, PTIN, and the ability to work 20+ hours weekly from a US location. Proficiency with software and a hardwired internet connection is essential.

Qualifications

• 2+ years of recent 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 any related state licenses, certificates, permits, or bonds.
• Active PTIN required.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and software.
• Strong customer service and professional communication.
• Able to work in a fast-paced environment with minimal supervision.
• Must reside in the United States.
• Willing to obtain a dedicated hardwired internet connection meeting Intuit criteria.
• Bilingual English/Spanish is a plus.

Responsibilities

• This is a virtual, customer-facing role; you will be using our video communications software to interact with customers.
• Help TurboTax customers with tax returns or delegated returns including tax advice, full service preparation and signature, and product inquiries.
• Create high quality customer interactions and experiences with empathy and expertise in tax preparation.
• Utilize government resources and team expertise to deliver the right answer in everyday language.
• Apply defined practices and company policies to troubleshoot and resolve inquiries.
• Document customer interactions.
• Work toward meeting KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Communication skills

Bilingual English/Spanish

Job description

Intuit, Inc. is seeking a motivated tax professional to guide customers through their TurboTax returns in a virtual setting. You will provide expert tax guidance, prepare returns, and explain tax terms clearly while delivering excellent customer service.

The role requires at least two years of preparation experience, PTIN, and the ability to work 20+ hours weekly from a US location. Proficiency with software and a hardwired internet connection is essential.