Remote Tax Preparation Specialist - 1040 Expert

Intuit, Inc.; Houma (LA); Remote; USD 29,000 - 39,000; Part time

Job summary

Intuit is seeking a motivated tax-preparation professional for a fully remote, customer-facing role. You will guide customers through TurboTax returns, provide expert tax explanations, and use video tools to communicate clearly.

A minimum of 2+ years of federal/state 1040 experience and active PTIN are required. Responsibilities include delivering high-quality service, adhering to policies, and meeting KPI targets while working at least 20 hours per week.

Qualifications

• 2+ years tax prep experience with 1040 returns for 30+ clients per season using tax software.
• Must hold or obtain state licenses, permits, or bonds.
• Active PTIN required.
• Knowledge of Circular 230.
• Willing to work at least 20 hours/week.
• Tech-savvy with computer software.
• Strong customer service via video/phone.
• Excellent verbal and written communication.
• Strong critical thinking and problem-solving.
• Capable in fast-paced environments with minimal supervision.
• Must have hardwired internet meeting security criteria.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will be using our video software to interact with customers.
• Provide tax advice and assist with full service return preparation and signature.
• Answer product/software inquiries and perform tax calculations.
• Create high quality interactions using empathy and tax expertise.
• Document customer interactions and ensure compliance with policies.
• Meet KPIs and participate in pilots and validations.

Skills

Tax preparation experience

PTIN holder

State licenses

Circular 230 knowledge

20 hours/week availability

Tech savvy

Customer service

Communication skills

Critical thinking

Problem solving

Fast-paced environment

Hardwired internet

Bilingual English/Spanish

Must reside in United States

Job description

Intuit is seeking a motivated tax-preparation professional for a fully remote, customer-facing role. You will guide customers through TurboTax returns, provide expert tax explanations, and use video tools to communicate clearly.

A minimum of 2+ years of federal/state 1040 experience and active PTIN are required. Responsibilities include delivering high-quality service, adhering to policies, and meeting KPI targets while working at least 20 hours per week.