Remote Tax Pro: 1040 Expert & Client Guide

Intuit, Inc.; Palos Heights (IL); Remote; USD 29,000 - 37,000; Full time

Job summary

Intuit, Inc. is seeking a virtual tax professional to assist TurboTax customers with federal and state tax returns, offer tax advice, and perform full-service return preparation. You will use video tools to interact with customers, explain tax concepts clearly, and document interactions.

The role requires reliable internet, English proficiency, and a commitment to training and KPI goals. Experience with tax software, PTIN, and knowledge of tax terms will help you succeed in a fast-paced, remote

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns.
• PTIN possession or ability to obtain.
• Knowledge of Circular 230 is desirable.
• Strong communication in video/web-based environments.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Explain tax and technical terms in plain language and document customer interactions.
• Meet KPI metrics and participate in training, pilots, and projects.

Skills

Tax preparation experience

Bilingual English/Spanish

PTIN knowledge

Excellent communication

Video/remote customer service

Job description

Intuit, Inc. is seeking a virtual tax professional to assist TurboTax customers with federal and state tax returns, offer tax advice, and perform full-service return preparation. You will use video tools to interact with customers, explain tax concepts clearly, and document interactions.

The role requires reliable internet, English proficiency, and a commitment to training and KPI goals. Experience with tax software, PTIN, and knowledge of tax terms will help you succeed in a fast-paced, remote