Remote Tax Preparer (1040) – Expert Virtual Support

Intuit, Inc.; Florida; Remote; USD 30,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a virtual Tax Expert to assist customers with federal and state tax returns using TurboTax products. You will provide tax advice, perform full-service returns, and answer product questions via video interactions.

The candidate should have 2+ years of experience, an active PTIN, and strong communication skills. A flexible schedule of at least 20 hours per week is expected, with a United States residency. Bilingual English/Spanish is a plus.

Qualifications

• 2+ years of federal and state 1040 tax return preparation for at least 30 clients per season using professional tax software.
• Active PTIN and ability to obtain state licenses if not held.
• Must reside in the United States; strong knowledge of tax rules (Circular 230).
• Willing to work minimum 20 hours per week; proficient with technology and computers.
• Excellent verbal and written communication; able to explain tax concepts clearly.
• Bilingual English/Spanish is a plus.

Responsibilities

• This is a virtual, customer-facing role using Smartlook video software to interact with customers.
• Provide tax advice and full service return preparation with signature for TurboTax customers.
• Answer product/software inquiries and perform tax calculations as needed.
• Create high quality customer interactions with empathy and expertise in tax preparation.
• Document customer interactions and adhere to company procedures and KPI goals.

Skills

Tax preparation expertise

Customer service

Bilingual English/Spanish

Strong communication

Problem solving

Remote work capable

Education

Active PTIN

Tools

TurboTax

Smartlook

Video conferencing software

Job description

Intuit, Inc. is seeking a virtual Tax Expert to assist customers with federal and state tax returns using TurboTax products. You will provide tax advice, perform full-service returns, and answer product questions via video interactions.

The candidate should have 2+ years of experience, an active PTIN, and strong communication skills. A flexible schedule of at least 20 hours per week is expected, with a United States residency. Bilingual English/Spanish is a plus.