Remote Tax Pro & 1040 Expert

Intuit, Inc.; Westlake (OH); Remote; USD 26,000 - 33,000; Part time

Benefits offered by this job

Training opportunities

Benefits program

Job summary

Intuit, Inc. is seeking a virtual tax professional to help customers complete federal/state returns via video interactions. You will provide tax guidance, full service preparation, and clear explanations of tax terms using Intuit TurboTax products.

The role focuses on delivering high-quality customer experiences, using government and professional resources, while meeting KPIs and training requirements. Remote, part-time with ongoing development.

Qualifications

• 2+ years of experience preparing federal and state 1040 tax returns for at least 30 clients per season.
• 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 and available to work a minimum of 20 hours per week.
• Bilingual English/Spanish a plus.

Responsibilities

• Interact with customers virtually using video communications to provide tax advice.
• Assist TurboTax customers with tax returns, including full service preparation and signature.
• Explain tax concepts in everyday language.
• Document customer interactions.
• Meet KPI metrics and participate in pilots and projects.

Skills

Tax preparation

1040 returns

Customer service

Video tools

Tech proficiency

Education

PTIN credential

Tools

Tax software (Intuit)

Smartlook

Job description

Intuit, Inc. is seeking a virtual tax professional to help customers complete federal/state returns via video interactions. You will provide tax guidance, full service preparation, and clear explanations of tax terms using Intuit TurboTax products.

The role focuses on delivering high-quality customer experiences, using government and professional resources, while meeting KPIs and training requirements. Remote, part-time with ongoing development.