Remote Tax Preparer — 1040 Specialist

Intuit, Inc.; White Bear Lake (MN); Remote; USD 26,000 - 33,000; Full time

Job summary

Intuit, Inc. is seeking a virtual tax professional to assist TurboTax customers with tax preparation, guidance on tax terms, and expert support.

You will interact with clients through video and audio tools, perform full service returns, and explain technical details in clear language. Successful candidates have at least 2 years of federal and state tax return prep experience, active PTIN, and strong customer service skills.

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 State licenses or permits and an active PTIN.
• Working knowledge of Circular 230.

Responsibilities

• This is a virtual, customer-facing role using Smartlook video communications to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Explain tax concepts, calculations, and resources in everyday language.
• Document customer interactions and meet KPI metrics and program goals.
• Complete required training and compliance modules as determined by the business.

Skills

Tax preparation

Customer service

Video/remote communication

Bilingual English/Spanish (plus)

PTIN/certifications

Job description

Intuit, Inc. is seeking a virtual tax professional to assist TurboTax customers with tax preparation, guidance on tax terms, and expert support.

You will interact with clients through video and audio tools, perform full service returns, and explain technical details in clear language. Successful candidates have at least 2 years of federal and state tax return prep experience, active PTIN, and strong customer service skills.