Remote Tax Preparer – 1040 Returns & Guidance

Intuit, Inc.; Bloomington (IL); Remote; USD 29,000 - 37,000; Part time

Job summary

Intuit, Inc. seeks a tax professional for a fully remote, customer-facing role to help TurboTax customers complete federal and state returns. You’ll provide expert guidance, explain tax terms, and ensure accurate, compliant results using commercial tax software.

Responsibilities include video interactions, tax calculations, and documenting interactions while meeting KPIs. Requires 20+ hours weekly and US residency; bilingual English/Spanish is a plus.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season.
• Active PTIN or ability to obtain one.
• State licenses, permits, or bonds as required.
• Working knowledge of Circular 230.
• Willing to work minimum 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills; professional, friendly communication.
• Excellent verbal and written communication skills.
• Willingness to obtain/possess required licenses; reside in the United States.
• Bilingual English/Spanish is a plus.

Responsibilities

• This is a virtual, customer-facing role; you will use video communications software to interact with customers.
• Tax advice, full service return preparation and signature; product/software inquiries and tax calculations.
• Create high-quality customer interactions with empathy and tax expertise.
• Use government websites and professional resources to provide accurate answers in everyday language.
• Apply procedures and company policies to troubleshoot inquiries.
• Document customer interactions and meet 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

Problem solving

Attention to detail

Technology proficient

Bilingual (English/Spanish)

Remote work readiness

PTIN/license readiness

Tools

Commercial tax software

Job description

Intuit, Inc. seeks a tax professional for a fully remote, customer-facing role to help TurboTax customers complete federal and state returns. You’ll provide expert guidance, explain tax terms, and ensure accurate, compliant results using commercial tax software.

Responsibilities include video interactions, tax calculations, and documenting interactions while meeting KPIs. Requires 20+ hours weekly and US residency; bilingual English/Spanish is a plus.