Remote Tax Pro: 1040 Prep & Client Guidance

Intuit, Inc.; Oakland (CA); Remote; USD 46,000 - 59,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit, Inc. is seeking a tax professional to assist customers with federal and state tax returns using TurboTax products. The role is virtual and customer-facing, emphasizing clear communication and expert tax guidance. You will help with tax advice, full-service prep, and explanations of tax terms.

Requirements include 2+ years of returns experience, a PTIN, and US residency with at least 20 hours/week availability. Strong tech skills and bilingual English/Spanish are a plus.

Qualifications

• 2+ years of federal and state 1040 tax returns experience for 30+ clients per season
• Active PTIN and ability to obtain state licenses
• Must reside in the United States and be available to work 20+ hours per week
• Proficient with computer software and video/audio tools
• Bilingual English/Spanish a plus

Responsibilities

• Assist TurboTax customers with tax returns and guidance via virtual video chat
• Provide tax advice, full service return prep and e-signature
• Document customer interactions and resolve inquiries
• Meet KPI metrics and participate in trainings

Skills

Tax preparation

Customer service

Communication skills

Tech proficiency

Education

PTIN credential

Tools

TurboTax

Job description

Intuit, Inc. is seeking a tax professional to assist customers with federal and state tax returns using TurboTax products. The role is virtual and customer-facing, emphasizing clear communication and expert tax guidance. You will help with tax advice, full-service prep, and explanations of tax terms.

Requirements include 2+ years of returns experience, a PTIN, and US residency with at least 20 hours/week availability. Strong tech skills and bilingual English/Spanish are a plus.