Remote Tax Pro - 1040 Prep & Virtual Client Support

Intuit, Inc.; Longmont (CO); Remote; USD 29,000 - 37,000; Part time

Job summary

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely via video. You will guide clients through federal/state returns, provide explanations of tax terminology, and ensure accurate filings with strong customer empathy.

Required: 2+ years of tax prep experience, PTIN, ability to work 20+ hours weekly, and excellent communication. Compensation varies by state, with regional ranges published in the posting.

Qualifications

• 2+ years of experience preparing federal and state 1040 returns for at least 30 clients per season using tax software.
• Must possess or obtain state licenses or permits and an active PTIN.
• Willing to work a minimum of 20 hours per week.
• Strong communication and customer service skills with video tools.

Responsibilities

• This is a virtual, customer-facing role; you will use video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Calculate taxes and explain tax terms in everyday language.
• Document customer interactions and meet KPI metrics.
• Participate in training, pilots, and improvements as needed.

Skills

Tax preparation

Customer service

Verbal & written communication

Bilingual English/Spanish

Problem solving

Attention to detail

Circular 230 knowledge

Education

Active PTIN

State licenses/certificates

Ability to obtain licenses

Tools

TurboTax

Job description

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely via video. You will guide clients through federal/state returns, provide explanations of tax terminology, and ensure accurate filings with strong customer empathy.

Required: 2+ years of tax prep experience, PTIN, ability to work 20+ hours weekly, and excellent communication. Compensation varies by state, with regional ranges published in the posting.