Remote Tax Pro: 1040 Prep & Client Support

Intuit, Inc.; Sioux City (IA); Remote; USD 31,000 - 39,000; Part time

Job summary

Intuit, Inc. seeks a tax-preparation specialist to assist TurboTax customers remotely. You will guide clients through federal and state returns, explain tax terms, and ensure accurate, compliant filings via our online tools.

Required: 2+ years of prep experience, PTIN, state licenses if applicable, and ability to work at least 20 hours weekly. Bilingual English/Spanish is a plus; remote US-based applicants encouraged.

Qualifications

• 2+ years preparing federal and state 1040 returns for 30+ clients per season.
• Must possess or obtain appropriate state licenses, permits, or bonds.
• Active PTIN required; familiarity with Circular 230 preferred.
• Willingness to work at least 20 hours per week and use remote tools.
• Strong written and spoken communication; customer-focused.

Responsibilities

• This is a virtual, customer-facing role using our video software to assist clients.
• Provide tax advice, full service return preparation and signature when needed.
• Answer product inquiries, perform tax calculations, and document interactions.
• Meet KPI metrics and participate in training and cross-training activities.

Skills

Tax preparation

Customer service

Communication skills

Video/remote communication

Bilingual English/Spanish

Education

Active PTIN

State licenses or permits

Job description

Intuit, Inc. seeks a tax-preparation specialist to assist TurboTax customers remotely. You will guide clients through federal and state returns, explain tax terms, and ensure accurate, compliant filings via our online tools.

Required: 2+ years of prep experience, PTIN, state licenses if applicable, and ability to work at least 20 hours weekly. Bilingual English/Spanish is a plus; remote US-based applicants encouraged.