Remote Tax Pro & 1040 Expert — Virtual Prep

Intuit, Inc.; Englewood (CO); Remote; USD 29,000 - 37,000; Full time

Job summary

Intuit, Inc. is seeking a tax-preparation professional for a fully remote, virtual role. You will guide customers through TurboTax processes, provide expert tax explanations, and perform full-service return preparation using a secure online platform.

Role requires 2+ years of recent federal/state 1040 experience with many clients, active PTIN, and knowledge of Circular 230. You will work 20+ hours weekly, with strong communication and technology skills in a fast-paced environment.

Qualifications

• 2+ years preparing federal/state 1040 returns for 30+ clients per season using tax software.
• Must possess or obtain related licenses/certificates/permits/bonds.
• Active PTIN required.
• Knowledge of Circular 230.
• Willing to work at least 20 hours/week.
• Proficient with technology and software.
• Strong customer service via video/audio tools; professional and confident.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research, determination.
• Able to work in a fast-paced environment with minimal supervision.
• Hardwired internet connection meeting Intuit security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• Virtual, customer-facing role using Smartlook video software.
• Assist TurboTax customers with tax returns: advice, full service prep and signature, product inquiries, calculations.
• Create high quality customer interactions with empathy and expertise.
• Utilize government sites and resources to provide accurate answers in plain language.
• Follow defined procedures to troubleshoot and resolve inquiries.
• Document customer interactions.
• Meet KPI metrics and Big Bet Goals.
• Participate in pilot tests, projects, and validations.
• Complete required training and compliance programs as scheduled.

Skills

Customer service

Verbal communication

Written communication

Critical thinking

Problem solving

Research skills

Video/Audio tools

Fast-paced environment

Technology proficiency

Education

State licenses/certificates

Tools

Tax software

Job description

Intuit, Inc. is seeking a tax-preparation professional for a fully remote, virtual role. You will guide customers through TurboTax processes, provide expert tax explanations, and perform full-service return preparation using a secure online platform.

Role requires 2+ years of recent federal/state 1040 experience with many clients, active PTIN, and knowledge of Circular 230. You will work 20+ hours weekly, with strong communication and technology skills in a fast-paced environment.