Remote Tax Pro: 1040 Expert & Client Guide

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

Job summary

Intuit, Inc. is seeking a tax professional for a virtual role to assist TurboTax customers with tax preparation, explanations, and guidance. You will interact via video, deliver high-quality customer service, and help customers complete federal and state returns while explaining tax concepts clearly.

Applicants should have 2+ years of tax prep experience, PTIN, licenses, and a working knowledge of Circular 230. Remote/hybrid flexibility and US residency are required.

Qualifications

• 2+ years preparing federal and state 1040 tax returns for at least 30 clients per season using commercial tax software.

Responsibilities

• Virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full-service return prep and signature, and product inquiries.
• Document customer interactions and meet KPI metrics and project goals.
• Complete required training and keep up with compliance and up-skilling requirements.

Skills

Tax return preparation

Customer service

PTIN & licenses

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a tax professional for a virtual role to assist TurboTax customers with tax preparation, explanations, and guidance. You will interact via video, deliver high-quality customer service, and help customers complete federal and state returns while explaining tax concepts clearly.

Applicants should have 2+ years of tax prep experience, PTIN, licenses, and a working knowledge of Circular 230. Remote/hybrid flexibility and US residency are required.