Remote Tax Pro & 1040 Return Specialist

Intuit, Inc.; San Marcos (CA); Remote; USD 31,000 - 39,000; Part time

Job summary

Intuit, Inc. seeks a tax professional to assist TurboTax customers remotely, guiding tax preparation and explaining tax terms with clear language. You will help clients complete federal and state returns and address product inquiries in a customer-friendly manner.

You will operate in a virtual setting using video tools, maintain documentation of interactions, and strive to meet performance KPIs while complying with training and security requirements.

Qualifications

• 2+ years of experience preparing federal and state individual 1040 tax returns for 30+ clients per season using commercial tax software.
• Must possess or obtain state licenses, certificates, permits, or bonds.
• Active Preparer Tax Identification Number (PTIN) required.

Responsibilities

• This is a virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Explain tax and technical terms in everyday language and document customer interactions.
• Meet KPI metrics and participate in pilot testing and training.
• Work with government resources and team knowledge to deliver accurate answers.

Skills

Tax preparation

Customer service

Verbal communication

Written communication

Problem solving

Fast-paced work

Technical proficiency

Internet connectivity

Bilingual (English/Spanish)

Residency in United States

Job description

Intuit, Inc. seeks a tax professional to assist TurboTax customers remotely, guiding tax preparation and explaining tax terms with clear language. You will help clients complete federal and state returns and address product inquiries in a customer-friendly manner.

You will operate in a virtual setting using video tools, maintain documentation of interactions, and strive to meet performance KPIs while complying with training and security requirements.