Remote Tax Pro: 1040 Returns & Client Guidance

Intuit, Inc.; Myrtle Point (OR); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely.

You will provide expert tax preparation, explain tax terms, and help customers complete their returns with accuracy and empathy. The role focuses on delivering exceptional service via video, audio, and written communication, meeting KPI targets, and completing required compliance trainings while supporting customers across the United States.

Qualifications

• 2+ years of federal and state individual 1040 tax returns experience for at least 30 clients per season.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Active PTIN required.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; solid computer operations and software.
• Strong customer service skills for video and audio interactions.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, and research abilities.
• Ability to work in a fast-paced environment with minimal supervision.

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 inquiries.
• Deliver high-quality customer interactions with empathy and expertise in tax preparation.
• Document customer interactions and resolve inquiries per policies.
• Meet KPI metrics and participate in pilots and training as required.

Skills

Tax preparation

Customer service

Video/phone support

Bilingual English/Spanish

Tech-savvy

Education

PTIN eligibility / state licenses

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely.

You will provide expert tax preparation, explain tax terms, and help customers complete their returns with accuracy and empathy. The role focuses on delivering exceptional service via video, audio, and written communication, meeting KPI targets, and completing required compliance trainings while supporting customers across the United States.