Remote Tax Pro: 1040 Expert for Individuals

Intuit, Inc.

Deerfield (IL)

Remote

USD 29,000 - 37,000

Part time

12 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 assist TurboTax customers remotely with tax preparation, advice, and explanations of tax terms. You will guide customers through the process, handle complex questions, and ensure accurate returns.

The role emphasizes empathy, clarity, and adherence to policy while delivering high-quality service. Key requirements include 2+ years of recent 1040 experience, active PTIN, state licenses, and the ability to work minimum 20 hours per week.

Qualifications

  • 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season using commercial tax software.
  • Must possess an active PTIN and related state licenses/certificates.
  • Willingness to work a minimum of 20 hours per week.
  • Proficient with technology; solid computer skills.
  • Bilingual English/Spanish is a plus.
  • Must reside in the United States.

Responsibilities

  • This is a virtual, customer-facing role; you will interact with customers via video communications software.
  • Provide tax advice, full service return preparation and signature.
  • Answer product/software inquiries and perform tax calculations.
  • Document customer interactions and meet KPI metrics.

Skills

Customer service
Tax knowledge
Tech savvy
Bilingual (English/Spanish)

Education

Active PTIN
State licenses/certificates

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely with tax preparation, advice, and explanations of tax terms. You will guide customers through the process, handle complex questions, and ensure accurate returns.

The role emphasizes empathy, clarity, and adherence to policy while delivering high-quality service. Key requirements include 2+ years of recent 1040 experience, active PTIN, state licenses, and the ability to work minimum 20 hours per week.

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