Remote Tax Preparer: 1040 Returns & Guidance

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

Job summary

Intuit, Inc. is seeking a tax professional to assist TurboTax customers in a fully remote, virtual role. You will guide customers through tax preparation, provide explanations of tax terms, and ensure accurate returns with signatures, all while delivering expert support using state-of-the-art video tools.

The role emphasizes high-quality customer interactions, strong communication, and adherence to compliant training. A US residence is required and bilingual skills are a plus.

Qualifications

• 2+ years of preparing federal and state 1040 returns for 30+ clients per season.
• Possess or be able to obtain state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and computer operations.
• Excellent verbal and written communication skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Must reside in the United States.
• Bilingual English/Spanish is a plus.

Responsibilities

• This is a virtual, customer-facing role; interact with customers using video communications software.
• Provide tax advice and full service return preparation and signature.
• Assist with product/software inquiries and tax calculations.
• Create high quality customer interactions using empathy and expertise in tax preparation.
• Document all customer interactions and adhere to training and compliance requirements.

Skills

Tax knowledge

Customer service

Bilingual (English/Spanish)

PTIN holder

Video/tech savvy

Tools

Smartlook

Job description

Intuit, Inc. is seeking a tax professional to assist TurboTax customers in a fully remote, virtual role. You will guide customers through tax preparation, provide explanations of tax terms, and ensure accurate returns with signatures, all while delivering expert support using state-of-the-art video tools.

The role emphasizes high-quality customer interactions, strong communication, and adherence to compliant training. A US residence is required and bilingual skills are a plus.