Remote Tax Preparer — Virtual 1040 Expert & Advisor

Intuit, Inc.; Norwalk (CT); Remote; USD 30,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional for a virtual role helping customers complete federal and state tax returns through TurboTax.

You will explain tax terms, provide guidance, and deliver accurate tax preparation with a focus on customer delight. Requirements include 2+ years of tax prep experience, an active PTIN, willingness to work at least 20 hours per week, and a hard-wired internet connection that meets security criteria.

Qualifications

• 2+ years of experience preparing federal and state individual 1040 returns for at least 30 clients per season.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.

Responsibilities

• Assist TurboTax customers in tax preparation and provide tax advice.
• Provide full service return preparation and signature.
• Interact with customers via video using Smartlook and other tools.
• Document customer interactions and resolve inquiries according to policy.

Skills

Tax preparation

Customer service

Communication

Video interaction

Education

PTIN

State licenses

Tools

Smartlook

Job description

Intuit, Inc. is seeking a highly motivated tax professional for a virtual role helping customers complete federal and state tax returns through TurboTax.

You will explain tax terms, provide guidance, and deliver accurate tax preparation with a focus on customer delight. Requirements include 2+ years of tax prep experience, an active PTIN, willingness to work at least 20 hours per week, and a hard-wired internet connection that meets security criteria.