Remote Tax Pro: 1040 Expert & Client Support

Intuit, Inc.; Carmel-by-the-Sea (CA); Remote; USD 31,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a motivated tax preparer with experience to help TurboTax customers complete their returns remotely using our video tools. You will provide expert tax guidance, perform full service returns, and explain tax terms in clear language.

The role emphasizes customer empathy, fast problem solving, and adherence to security and training requirements. You must reside in the United States and be available for at least 20 hours per week, with the possibility of additional training

Qualifications

• Federal and state 1040 prep experience for 30+ clients per season.
• Active PTIN or ability to obtain one.
• Knowledge of Circular 230.
• Willingness to work at least 20 hours per week.

Responsibilities

• Work remotely in a customer-facing role using video software to assist customers.
• Provide tax advice and full service return preparation and signature.
• Answer product questions and perform tax calculations as needed.
• Create high-quality customer interactions and document communications.
• Adhere to procedures and policies while meeting KPI targets.
• Participate in training, pilots, and continuous professional development.

Skills

Tax preparation

Education

State license eligibility

Tools

PTIN

Job description

Intuit, Inc. is seeking a motivated tax preparer with experience to help TurboTax customers complete their returns remotely using our video tools. You will provide expert tax guidance, perform full service returns, and explain tax terms in clear language.

The role emphasizes customer empathy, fast problem solving, and adherence to security and training requirements. You must reside in the United States and be available for at least 20 hours per week, with the possibility of additional training