Remote Tax Pro & 1040 Expert

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

Job summary

Intuit, Inc. is seeking a tax-preparation professional for a remote, customer-facing role assisting TurboTax users. You will guide customers through tax returns, provide explanations of tax concepts, and perform full-service preparation with confident, empathetic communication via video tools.

Qualified candidates have 2+ years of 1040 prep experience, active PTIN, and knowledge of Circular 230. The position requires a minimum of 20 hours per week and residency in the United States.

Qualifications

• 2+ years of federal/state 1040 tax return prep for 30+ clients per season.
• Active PTIN and ability to obtain state licenses.
• Willing to work a minimum of 20 hours per week.
• Strong communication and customer service for video interactions.
• Residency in the United States.

Responsibilities

• Interact with customers via video using our software (Smartlook).
• Provide tax advice and full service return preparation.
• Explain tax terms and guide customers in plain language.
• Document customer interactions and meet KPI metrics.
• Participate in required training and development.

Skills

Tax preparation

Customer service

Communication

Tech proficiency

Bilingual (EN/ES)

Education

PTIN

State licenses/permits

Circular 230 knowledge

Tools

TurboTax

Video conferencing (Smartlook)

Job description

Intuit, Inc. is seeking a tax-preparation professional for a remote, customer-facing role assisting TurboTax users. You will guide customers through tax returns, provide explanations of tax concepts, and perform full-service preparation with confident, empathetic communication via video tools.

Qualified candidates have 2+ years of 1040 prep experience, active PTIN, and knowledge of Circular 230. The position requires a minimum of 20 hours per week and residency in the United States.