Remote Tax Pro: 1040 Prep & Expert Guidance

Intuit, Inc.; Houma (LA); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a motivated tax professional with TurboTax experience to assist customers remotely, guiding them through tax preparation and explaining tax terms in clear language. You will deliver expert support, ensure accurate returns, and help customers feel confident throughout the process.

The role emphasizes strong communication, adherence to security and licensing requirements, and the ability to work at least 20 hours per week. Training and development are provided.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax prep software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing and available to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills – ability to interact with customers through video and audio tools in a professional, friendly, and confident manner.
• Excellent verbal and written communication skills
• Critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have (or be willing to obtain) a dedicated hardwired internet connection that meets Intuit Security criteria.
• Bilingual (English/Spanish) communication skills (written & spoken) a plus
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will be using our state of the art video communications software to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their tax returns with: Tax advice, Full Service return preparation and signature, Product/software inquiries, Tax calculations
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and extensive knowledge in tax preparation.
• Utilize government websites, professional resources, and team expertise to deliver the right answer in everyday language.
• Apply defined practices and company policies to troubleshoot and resolve customer tax inquiries.
• Document customer interactions
• Work toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Video/remote support

Communication skills

Bilingual (English/Spanish)

PTIN knowledge

License eligibility

Technical proficiency

Education

Active PTIN (required)

State license eligibility

Tools

Tax software

Video software

Conferencing tools

Job description

Intuit, Inc. is seeking a motivated tax professional with TurboTax experience to assist customers remotely, guiding them through tax preparation and explaining tax terms in clear language. You will deliver expert support, ensure accurate returns, and help customers feel confident throughout the process.

The role emphasizes strong communication, adherence to security and licensing requirements, and the ability to work at least 20 hours per week. Training and development are provided.