Remote Tax Pro — 1040 Expert for Virtual Prep & Support

Intuit, Inc.; Beachwood (OH); Remote; USD 26,000 - 34,000; Part time

Job summary

Intuit, Inc. is seeking a tax-preparation professional for a virtual, customer-facing role. You will assist TurboTax customers with tax preparation, provide explanations of tax terms, and deliver expert guidance via video interactions.

Responsibilities include tax advice, full-service returns, and product inquiries, while documenting interactions and meeting KPI targets. Training and compliance requirements apply, and a US residency is required.

Qualifications

• 2+ years of experience preparing federal and state individual 1040 tax returns for 30+ clients per season.
• Active PTIN or ability to obtain one.
• State licenses/certificates or ability to obtain.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; strong computer skills.

Responsibilities

• Interact with customers virtually using Smartlook video platform.
• Provide tax advice and full-service return preparation and signature.
• Explain tax terms and answer product inquiries.
• Document customer interactions and meet KPI metrics.

Skills

Tax preparation

Customer service

Video/phone support

Bilingual English/Spanish

Strong communication

Tools

TurboTax software

Smartlook video tool

Job description

Intuit, Inc. is seeking a tax-preparation professional for a virtual, customer-facing role. You will assist TurboTax customers with tax preparation, provide explanations of tax terms, and deliver expert guidance via video interactions.

Responsibilities include tax advice, full-service returns, and product inquiries, while documenting interactions and meeting KPI targets. Training and compliance requirements apply, and a US residency is required.