Remote Tax Preparer 1040 Expert for Customer Support

Intuit, Inc.; Caldwell (OH); Remote; USD 26,000 - 34,000; Full time

Job summary

Intuit, Inc. is seeking a tax-preparation professional for a fully remote, virtual role helping TurboTax customers complete their returns.

You will provide expert guidance, perform full-service returns, and explain tax terms in plain language while meeting KPI targets. Strong communication and customer-service focus are essential; bilingual Spanish is a plus, and you must reside in the United States.

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 related state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willingness to work a minimum of 20 hours per week.
• Based in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will be using our video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Create high quality customer interactions using empathy and tax knowledge.
• Document customer interactions and meet KPI metrics.

Skills

Tax preparation experience

Customer service

Video/remote communication

Communication skills

Bilingual English/Spanish

Job description

Intuit, Inc. is seeking a tax-preparation professional for a fully remote, virtual role helping TurboTax customers complete their returns.

You will provide expert guidance, perform full-service returns, and explain tax terms in plain language while meeting KPI targets. Strong communication and customer-service focus are essential; bilingual Spanish is a plus, and you must reside in the United States.