Remote Tax Preparer & Advisor (1040 Specialist)

Intuit, Inc.

Lakeland (FL)

Remote

USD 26,000 - 39,000

Full time

8 hours ago
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Job summary

Intuit, Inc. is seeking a virtual tax professional with experience preparing federal and state 1040 returns. You will assist TurboTax customers via video interactions, provide tax guidance, and perform full-service return preparation and signatures.

Strong communication skills and a wired internet connection are required. Bilingual English/Spanish is a plus, and eligibility for PTIN/licensing is expected. The role emphasizes customer empathy, professional conduct, and the ability to resolve

Qualifications

  • 2+ years of tax return preparation for federal and state 1040s.
  • Must have PTIN or be able to obtain; state licenses may be required.
  • Knowledge of Circular 230.
  • Willingness to work at least 20 hours per week.
  • Strong tech skills and computer literacy.
  • Excellent verbal and written communication.
  • Ability to work in a fast-paced, supervised environment.
  • Must have a dedicated hardwired internet connection meeting security criteria.
  • English/Spanish bilingualism a plus.
  • Must reside in the United States.

Responsibilities

  • Interact with customers virtually using video software.
  • Provide tax advice and full-service return preparation and signatures.
  • Answer product and software inquiries and perform tax calculations.
  • Document customer interactions and adhere to company procedures and KPIs.
  • Participate in training, pilots, and development as required.

Skills

Tax preparation
Customer service
Video/teleconference tools
Bilingual (English/Spanish)

Education

PTIN credential

Tools

Smartlook video software

Job description

Intuit, Inc. is seeking a virtual tax professional with experience preparing federal and state 1040 returns. You will assist TurboTax customers via video interactions, provide tax guidance, and perform full-service return preparation and signatures.

Strong communication skills and a wired internet connection are required. Bilingual English/Spanish is a plus, and eligibility for PTIN/licensing is expected. The role emphasizes customer empathy, professional conduct, and the ability to resolve

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