Remote Tax Pro - 1040 Expert & Customer Guide

Intuit, Inc.; Palm Desert (CA); Remote; USD 31,000 - 39,000; Part time

Job summary

Intuit, Inc. seeks a tax-preparation specialist to assist TurboTax customers remotely. You will guide clients through federal and state returns, provide tax explanations, and ensure accurate, confident responses via our video platform.

Ideal candidates have 2+ years of preparer experience, hold or obtain PTIN, and can work at least 20 hours weekly from the United States. Bilingual English/Spanish is a plus, with emphasis on excellent service and compliance.

Qualifications

• Minimum 2 years of federal and state 1040 tax return prep for 30+ clients per season.
• Active PTIN and state licenses/certifications.
• Willing to work at least 20 hours per week.
• Strong written and verbal communication skills.
• Must reside in the United States.

Responsibilities

• Provide tax advice and full-service return preparation via video interface.
• Explain tax terms and calculations in clear everyday language.
• Document customer interactions and resolve inquiries.
• Meet KPIs and participate in training and pilot projects.
• Utilize resources to deliver accurate tax guidance to customers.

Skills

Tax preparation

Customer service

Verbal communication

Video interactions

Education

State licenses / certifications

Tools

PTIN

Commercial tax software

Job description

Intuit, Inc. seeks a tax-preparation specialist to assist TurboTax customers remotely. You will guide clients through federal and state returns, provide tax explanations, and ensure accurate, confident responses via our video platform.

Ideal candidates have 2+ years of preparer experience, hold or obtain PTIN, and can work at least 20 hours weekly from the United States. Bilingual English/Spanish is a plus, with emphasis on excellent service and compliance.