Remote Tax Pro & 1040 Expert - Virtual Returns

Intuit, Inc.; Gaithersburg (MD); Remote; USD 29,000 - 37,000; Part time

Job summary

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely with tax preparation, advice, and explanations of terms. You will interact with customers via video platforms, ensure accuracy, and document interactions. The role supports flexible scheduling and requires a strong customer-service mindset.

The position emphasizes regulatory knowledge (Circular 230), PTIN maintenance, and the ability to work at least 20 hours per week from a home setup that meets security standards.

Qualifications

• 2+ years of federal and state 1040 tax return preparation for at least 30 clients per season.
• Must have PTIN or able to obtain; knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; strong problem solving and research skills.
• Excellent verbal and written communication.

Responsibilities

• Provide tax advice and full-service return preparation and signature via virtual platform.
• Explain tax and technical terms in everyday language for customers.
• Document customer interactions and meet KPI metrics.
• Participate in training and development as required.

Skills

Tax prep experience

Customer service

Communication skills

Video/telecon tools

Bilingual EN/ES (nice to have)

Education

Active PTIN

State tax license/ability to obtain

Job description

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely with tax preparation, advice, and explanations of terms. You will interact with customers via video platforms, ensure accuracy, and document interactions. The role supports flexible scheduling and requires a strong customer-service mindset.

The position emphasizes regulatory knowledge (Circular 230), PTIN maintenance, and the ability to work at least 20 hours per week from a home setup that meets security standards.