Remote Tax Preparation Specialist — 1040 Expert

Intuit, Inc.; Riverdale Park (MD); Remote; USD 29,000 - 37,000; Full time

Benefits offered by this job

Bonus program

Equity rewards

Benefits package

Job summary

Intuit, Inc. seeks a virtual Tax Professional to assist TurboTax customers with federal and state returns, tax guidance, and software support. Leverage your tax knowledge and customer service skills to deliver accurate, clear explanations and a smooth filing experience.

You will participate in ongoing training, adhere to policies, and help maintain high customer satisfaction. Remote, with flexible hours and KPI-driven goals.

Qualifications

• 2+ years of federal and state individual 1040 tax return preparation for at least 30 clients per season.
• Active PTIN and ability to obtain state licenses or permits.
• Willingness to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.

Responsibilities

• This is a virtual, customer-facing role; you will use our video communications software (Smartlook) to interact with customers.
• Provide tax advice, full service return preparation and signature, and answer product/ software questions.
• Create high quality customer interactions using empathy and deep tax knowledge.
• Document customer interactions and resolve inquiries following company policies.
• Strive to meet KPI metrics and participate in pilots and validations as needed.
• Complete required training and development activities as directed.

Skills

Tax preparation

Customer service

Remote work

PTIN holder

Bilingual English/Spanish

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. seeks a virtual Tax Professional to assist TurboTax customers with federal and state returns, tax guidance, and software support. Leverage your tax knowledge and customer service skills to deliver accurate, clear explanations and a smooth filing experience.

You will participate in ongoing training, adhere to policies, and help maintain high customer satisfaction. Remote, with flexible hours and KPI-driven goals.