Remote Tax Preparer (1040) — Virtual Returns Expert

Intuit, Inc.; Lexington (KY); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a tax-savvy customer specialist to assist TurboTax users in completing their federal and state returns.

This virtual, customer-facing role emphasizes clear explanations of tax concepts, friendly service, and accurate use of TurboTax solutions to guide clients through each step. You’ll collect information, provide tax advice, perform or review basic return preparation, and document interactions while meeting KPIs.

Qualifications

• 2+ years experience preparing federal and state 1040 returns for at least 30 clients per season.
• Active PTIN required or able to obtain.
• Must possess or obtain related state licenses/certificates.
• Willing to work a minimum of 20 hours per week.
• Strong written and verbal communication skills.

Responsibilities

• Virtual, customer-facing role using video software to interact with customers.
• Provide tax advice and, if needed, full service return preparation and signature.
• Answer product/software questions and perform tax calculations.
• Document customer interactions and maintain accurate records.
• Meet KPIs and participate in training and development.

Skills

Tax preparation

Customer service

Communication

Tech-savvy

Bilingual (English/Spanish)

Education

PTIN

State licenses/permits (as needed)

Tools

TurboTax software

Smartlook (video)

Job description

Intuit, Inc. is seeking a tax-savvy customer specialist to assist TurboTax users in completing their federal and state returns.

This virtual, customer-facing role emphasizes clear explanations of tax concepts, friendly service, and accurate use of TurboTax solutions to guide clients through each step. You’ll collect information, provide tax advice, perform or review basic return preparation, and document interactions while meeting KPIs.