Remote Tax Preparer (1040) — Virtual Expert

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

Job summary

Intuit, Inc. seeks a tax-preparation specialist for a fully remote, customer-facing position. You will assist TurboTax customers with federal and state returns, provide tax guidance, and handle product and software inquiries using our secure video tools.

Ideal candidates have 2+ years of tax prep experience, an active PTIN, knowledge of Circular 230, and strong communication skills. The role requires at least 20 hours weekly and residence in the United States.

Qualifications

• 2+ years preparing federal and state 1040 returns for 30+ clients per season using tax software.
• Must possess or obtain state licenses, certificates, permits, or bonds.
• Must have an active PTIN.
• Knowledge of Circular 230.
• Willing to work at least 20 hours per week.
• Proficient with technology and software.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signature.
• Answer product/software inquiries and tax calculations.
• Document customer interactions and strive to meet KPI metrics.
• Complete required training and development as directed by the business.

Skills

Tax preparation experience

Customer service

Bilingual English/Spanish

Education

State licenses or permits

Tools

Smartlook/video software

TurboTax software

Circular 230 knowledge

Job description

Intuit, Inc. seeks a tax-preparation specialist for a fully remote, customer-facing position. You will assist TurboTax customers with federal and state returns, provide tax guidance, and handle product and software inquiries using our secure video tools.

Ideal candidates have 2+ years of tax prep experience, an active PTIN, knowledge of Circular 230, and strong communication skills. The role requires at least 20 hours weekly and residence in the United States.