Remote Tax Pro: 1040 Prep & Customer Support

Intuit, Inc.; Lancaster (OH); Remote; USD 26,000 - 34,000; Part time

Job summary

Intuit, Inc. seeks a highly motivated tax professional with TurboTax experience to assist customers remotely with tax preparation and guidance. You will help users complete federal and state 1040 returns, provide tax explanations, and answer product questions via video interactions.

The role requires at least 2 years of recent tax prep, active PTIN, and a willingness to work 20+ hours weekly. Residency in the United States is required, with opportunity for training and KPI-driven growth.

Qualifications

• Minimum 2 years of federal and state 1040 tax return prep for ≥30 clients per season.
• Must hold or obtain related state licenses, certificates, permits, or bonds.
• Active PTIN required.
• Knowledge of Circular 230.
• Willing to work at least 20 hours per week.
• Proficient with technology and software.
• Strong customer service and communication for video interactions.
• English/Spanish bilingual is a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will use our video software to interact with customers.
• Assist TurboTax customers on tax returns or delegated returns: tax advice, full service prep and e-signature, product questions, tax calculations.
• Create high quality customer interactions with empathy and expertise.
• Research using government sites and resources to deliver accurate answers in everyday language.
• Apply defined procedures and policies to troubleshoot and resolve inquiries.
• Document customer interactions.
• Meet KPI metrics and Big Bet Goals.
• Participate in pilot testing and projects as needed.
• Complete required training and development as determined by business.

Skills

Tax preparation

Customer service

Video communication

Problem solving

Tools

TurboTax software

Job description

Intuit, Inc. seeks a highly motivated tax professional with TurboTax experience to assist customers remotely with tax preparation and guidance. You will help users complete federal and state 1040 returns, provide tax explanations, and answer product questions via video interactions.

The role requires at least 2 years of recent tax prep, active PTIN, and a willingness to work 20+ hours weekly. Residency in the United States is required, with opportunity for training and KPI-driven growth.