Remote Tax Preparer & Client Advisor (1040 Expert)

Intuit, Inc.; Greensburg (Westmoreland County); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a virtual tax professional to assist TurboTax customers with federal and state returns, tax advice, and software inquiries. The role emphasizes clear explanations, strong customer interactions, and adherence to compliance standards.

Ideal candidates have 2+ years of tax prep experience, active PTIN, and the ability to work at least 20 hours per week from a US residence. Training and development are provided, with emphasis on accuracy and customer empathy.

Qualifications

• 2+ years of experience preparing federal and state 1040 returns for 30+ clients per season.
• Must possess or obtain any related State licenses, certificates, permits, or bonds.
• Active PTIN required.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will be using our video communications software to interact with customers.
• Provide tax advice and full service return preparation and signature.
• Answer product and software inquiries and perform tax calculations.
• Document customer interactions and meet KPI metrics.
• Participate in training and development as required.

Skills

Tax preparation

Customer service

Communication

Problem solving

Digital literacy

Bilingual English/Spanish

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a virtual tax professional to assist TurboTax customers with federal and state returns, tax advice, and software inquiries. The role emphasizes clear explanations, strong customer interactions, and adherence to compliance standards.

Ideal candidates have 2+ years of tax prep experience, active PTIN, and the ability to work at least 20 hours per week from a US residence. Training and development are provided, with emphasis on accuracy and customer empathy.