Remote Tax Pro & 1040 Return Specialist

Intuit, Inc.; Lake Lotawana (MO); Remote; USD 29,000 - 39,000; Full time

Job summary

Intuit, Inc. seeks a tax-preparation specialist to assist TurboTax customers remotely, guiding them through federal and state returns with clear explanations.

The role emphasizes excellent communication, problem solving, and the ability to work a minimum of 20 hours per week from a dedicated internet connection, with bilingual English/Spanish a plus. Requires PTIN and state licenses where applicable.

Qualifications

• 2+ years of federal and state 1040 tax return preparation for at least 30 clients per season.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Active Preparer Tax Identification Number (PTIN) required.
• Working knowledge of Circular 230.
• Willing and available to work a minimum of 20 hours per week.
• Proficient with technology and video/remote tools.
• Bilingual English/Spanish communication skills a plus.

Responsibilities

• Virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice and full service return preparation and signature.
• Answer product/software inquiries and assist with tax calculations.
• Create high quality customer interactions using empathy and tax knowledge.
• Document customer interactions and follow defined procedures to resolve inquiries.

Skills

Tax return preparation

Customer service

Communication

Problem solving

Tech proficiency

Job description

Intuit, Inc. seeks a tax-preparation specialist to assist TurboTax customers remotely, guiding them through federal and state returns with clear explanations.

The role emphasizes excellent communication, problem solving, and the ability to work a minimum of 20 hours per week from a dedicated internet connection, with bilingual English/Spanish a plus. Requires PTIN and state licenses where applicable.