Remote Tax Pro — 1040 Expert & Virtual Support

Intuit, Inc.; Corpus Christi (TX); Remote; USD 29,000 - 39,000; Full time

Benefits offered by this job

Remote flexibility

Job summary

Intuit, Inc. is seeking a motivated tax preparation specialist to support TurboTax customers online. You will guide clients through tax returns, provide explanations of tax concepts, and use secure video tools to interact with customers.

Responsibilities include tax advice, full service return preparation, product inquiries, and documenting interactions. The role emphasizes customer empathy, strong communication, and meeting KPI goals while undergoing ongoing training.

Qualifications

• 2+ years of federal and state 1040 tax return preparation experience.
• Active PTIN and ability to obtain state licenses/certifications.
• Strong written and verbal communication for customer interactions.

Responsibilities

• Assist TurboTax customers in a virtual, customer-facing role using video communications software.
• Provide tax guidance, full service return preparation and signature, and product inquiries.
• Document interactions and work toward KPI metrics and program goals.
• Complete required training and development as determined by the business.

Skills

Customer service

Video calls

Tax knowledge

Communication skills

Education

Active PTIN

Tools

Tax software

Job description

Intuit, Inc. is seeking a motivated tax preparation specialist to support TurboTax customers online. You will guide clients through tax returns, provide explanations of tax concepts, and use secure video tools to interact with customers.

Responsibilities include tax advice, full service return preparation, product inquiries, and documenting interactions. The role emphasizes customer empathy, strong communication, and meeting KPI goals while undergoing ongoing training.