Remote Tax Pro: 1040 Returns & Client Guidance

Intuit, Inc.; New York (NY); Remote; USD 31,000 - 39,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a tax professional for a remote, customer-facing role to assist clients with federal and state tax returns using TurboTax products. The role emphasizes high-quality interactions, clear explanations of tax terms, and adherence to company policies.

Qualifications include 2+ years of return preparation experience, active PTIN, and ability to work at least 20 hours per week. Bilingual English/Spanish is a plus; you must reside in the United States.

Qualifications

• 2+ years of experience preparing federal and state 1040 returns for 30+ clients per season using tax software.

Responsibilities

• This is a virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full service return preparation and signing, and product inquiries.
• Document customer interactions and resolve tax questions using approved resources and procedures.
• Meet KPI metrics and participate in pilot projects and training as required.

Skills

Tax preparation

Customer service

Video communication

PTIN

Digital literacy

Tools

TurboTax

Job description

Intuit, Inc. is seeking a tax professional for a remote, customer-facing role to assist clients with federal and state tax returns using TurboTax products. The role emphasizes high-quality interactions, clear explanations of tax terms, and adherence to company policies.

Qualifications include 2+ years of return preparation experience, active PTIN, and ability to work at least 20 hours per week. Bilingual English/Spanish is a plus; you must reside in the United States.