Remote Tax Pro - 1040 Expert for Virtual Returns

Intuit, Inc.; Wilmington (NC); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a virtual Tax Professional to assist TurboTax customers with federal and state tax returns. You’ll use advanced video software to interact with clients, provide tax advice, and perform full-service return preparation and sign-off.

The role requires strong customer service, clear communication, and a willingness to complete ongoing training. The position is remote in the United States with a minimum of 20 hours per week and preference for bilingual (English/Spanish)

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 or be able to obtain related state licenses, certificates, permits, or bonds.
• Active PTIN required.
• Working knowledge of Circular 230.
• Willing to work minimum 20 hours per week.
• Proficient with technology and software.

Responsibilities

• This is a virtual, customer-facing role using Smartlook to interact with customers.
• Assist TurboTax customers with tax returns, including referrals or delegated returns.
• Provide tax advice, full-service return preparation and signature, and product inquiries.
• Calculate taxes and explain tax and technical terms in everyday language.
• Document customer interactions and adhere to procedures and policies.
• Aim to meet KPI metrics and participate in pilots and validations.
• Complete required training and compliance programs.

Skills

Tax return prep

PTIN holder

Customer service

Bilingual EN/ES

Tools

Smartlook

Job description

Intuit, Inc. is seeking a virtual Tax Professional to assist TurboTax customers with federal and state tax returns. You’ll use advanced video software to interact with clients, provide tax advice, and perform full-service return preparation and sign-off.

The role requires strong customer service, clear communication, and a willingness to complete ongoing training. The position is remote in the United States with a minimum of 20 hours per week and preference for bilingual (English/Spanish)