Remote Tax Pro: 1040 Prep & Full‑Service Support

Intuit, Inc.; Monroe (MI); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a virtual tax professional to assist TurboTax customers with federal and state returns, tax advice, and explanations of tax terms.

You will deliver high-quality service via video interactions, using Smartlook and TurboTax software, while adhering to policy and compliance guidelines. The role focuses on customer empathy, accurate tax prep, and clear communication, with training and development provided.

Qualifications

• 2+ years of recent federal/state 1040 tax return experience for at least 30 clients per season.
• Must possess or obtain related state licenses, certificates, permits, or bonds.
• Must have an active PTIN.
• Working knowledge of Circular 230.
• Available to work a minimum of 20 hours per week.
• Proficient with technology and software.
• Strong customer service skills with professional video/audio interaction.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, and research abilities.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have or be willing to obtain a dedicated hardwired internet connection meeting security criteria.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsibilities

• Virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Deliver high-quality customer interactions with empathy and tax expertise.
• Use government sites and resources to accurately answer customer questions.
• Follow defined procedures and policies to resolve inquiries.
• Document customer interactions and maintain records.
• Contribute to KPI metrics and business goals.
• Participate in pilot tests, projects, and validations as needed.

Skills

Tax preparation

Customer service

Video calls

Bilingual English/Spanish

Education

PTIN required

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a virtual tax professional to assist TurboTax customers with federal and state returns, tax advice, and explanations of tax terms.

You will deliver high-quality service via video interactions, using Smartlook and TurboTax software, while adhering to policy and compliance guidelines. The role focuses on customer empathy, accurate tax prep, and clear communication, with training and development provided.