Remote Tax Pro: 1040 Expert for Virtual Client Support

Intuit, Inc.; Cartersville (GA); Remote; USD 28,000 - 37,000; Part time

Job summary

Intuit, Inc. is seeking a tax professional to assist TurboTax customers in a virtual, customer-facing role. You will guide users through federal and state returns, provide tax explanations, and help with full-service return preparation and signatures.

The position requires tax preparation experience, strong communication, and the ability to work remotely at least 20 hours per week, with mandatory training and compliance requirements.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds
• Must possess an active Preparer Tax Identification Number (PTIN)
• Working knowledge of Circular 230
• Willing to work a minimum of 20 hours per week
• Proficient with technology; solid knowledge of computer operations and software
• Strong customer service skills and ability to interact with customers through video and audio tools
• Excellent verbal and written communication skills
• Critical thinking and problem solving
• Ability to work in a fast-paced environment with minimal supervision
• Must have or be willing to obtain a dedicated hardwired internet connection meeting Intuit Security criteria
• Bilingual English/Spanish is a plus
• Must reside in the United States

Responsibilities

• This is a virtual, customer-facing role using video communications software to interact with customers
• Provide tax advice and full service return preparation and signature
• Explain tax terms and product/ software inquiries
• Document customer interactions and meet KPIs
• Utilize resources to deliver the right answer in everyday language
• Participate in training and pilot testing as needed

Skills

Tax preparation

Customer service

Communication skills

Bilingual English/Spanish

Education

PTIN holder or eligible

State licenses/certs

Circular 230 knowledge

Job description

Intuit, Inc. is seeking a tax professional to assist TurboTax customers in a virtual, customer-facing role. You will guide users through federal and state returns, provide tax explanations, and help with full-service return preparation and signatures.

The position requires tax preparation experience, strong communication, and the ability to work remotely at least 20 hours per week, with mandatory training and compliance requirements.