Remote Tax Pro – 1040 Expert & Client Guidance

Intuit, Inc.

Boston (MA)

Remote

USD 32,000 - 39,000

Full time

7 hours ago
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Benefits offered by this job

Cash bonus
Equity rewards
Benefits

Job summary

Intuit, Inc. is seeking a tax professional to help TurboTax customers complete federal and state returns remotely. You will provide expert guidance, explain tax concepts, and ensure accurate filings using TurboTax software.

The role emphasizes high-quality customer interactions, deep knowledge of tax prep, and compliance with Circular 230 and PTIN requirements while supporting customers via video tools. Remote, part-time hours may be available to qualified applicants.

Qualifications

  • 2+ years of experience preparing federal and state 1040 returns for 30+ clients per season using tax software.
  • Active PTIN and ability to obtain state licenses.
  • Knowledge of Circular 230.
  • Willing to work at least 20 hours per week.
  • Strong verbal and written communication; customer-focused in a virtual setup.
  • Must reside in the United States.

Responsibilities

  • Provide tax advice, full-service return preparation, and explanations to TurboTax customers.
  • Interact with customers via video and audio tools; document interactions.
  • Follow defined procedures and policies to resolve inquiries.
  • Meet KPI metrics and participate in pilots and training.
  • Maintain a dedicated hardwired internet connection.
  • Assist customers with product/software questions.
  • Deliver high-quality, empathetic customer experiences.

Skills

Customer service
Communication skills
Video/Audio tools
Tax software
PTIN knowledge
Circular 230 knowledge
Remote work
Bilingual English/Spanish

Tools

TurboTax software
Smartlook

Job description

Intuit, Inc. is seeking a tax professional to help TurboTax customers complete federal and state returns remotely. You will provide expert guidance, explain tax concepts, and ensure accurate filings using TurboTax software.

The role emphasizes high-quality customer interactions, deep knowledge of tax prep, and compliance with Circular 230 and PTIN requirements while supporting customers via video tools. Remote, part-time hours may be available to qualified applicants.

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