Remote Tax Pro & 1040 Return Specialist

Intuit, Inc.; Hackensack (NJ); Remote; USD 30,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a motivated tax professional for a fully remote role helping customers complete their taxes using TurboTax products. You will provide expert guidance, tax preparation, and explanations of tax terms, while delivering user-friendly, confident service.

Responsibilities include virtual customer interactions, tax advice, full-service return preparation, and product inquiries. You will document interactions, meet KPIs, and participate in ongoing training and pilots as needed.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Must have an active PTIN and be willing to work a minimum of 20 hours per week.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signature, and product/software inquiries.
• Explain tax concepts and calculations in plain language and document customer interactions.
• Adhere to defined procedures and policies to resolve tax inquiries and ensure accuracy.
• Meet company KPIs and participate in pilot testing and training as required.

Skills

Tax preparation

Customer service

Communication skills

Remote collaboration

Bilingual English/Spanish

Tools

TurboTax

Job description

Intuit, Inc. is seeking a motivated tax professional for a fully remote role helping customers complete their taxes using TurboTax products. You will provide expert guidance, tax preparation, and explanations of tax terms, while delivering user-friendly, confident service.

Responsibilities include virtual customer interactions, tax advice, full-service return preparation, and product inquiries. You will document interactions, meet KPIs, and participate in ongoing training and pilots as needed.