Remote Tax Pro: 1040 Returns & Client Guidance

Intuit, Inc.; Suwanee (GA); Remote; USD 26,000 - 39,000; Full time

Benefits offered by this job

Bonus

Equity

Benefits

Job summary

Intuit is seeking a motivated tax professional for a fully remote, customer-facing role supporting TurboTax users. You will guide customers through federal and state 1040 returns, provide tax explanations, and resolve product questions using clear, everyday language.

You’ll use video tools to assist clients, maintain accuracy, document interactions, and meet performance KPIs while completing required training and staying compliant.

Qualifications

• 2+ years' experience preparing federal and state 1040 returns for 30+ clients per season using tax software.
• Must possess or obtain related State licenses, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; good computer skills.
• Strong customer service and professional communication via video.
• English/Spanish bilingual a plus.

Responsibilities

• This is a virtual, customer-facing role using our video software to interact with customers.
• Help TurboTax customers with tax advice, full service return preparation and signatures, and product inquiries.
• Create high quality customer interactions and experiences with empathy and expertise in tax.
• Utilize government websites and professional resources to find the right answers in plain language.
• Apply company procedures and policies to troubleshoot and resolve inquiries.
• Document customer interactions.
• Meet KPIs and Big Bet Goals.
• Participate in pilot testing, projects, and validations as needed.
• Complete required training and professional development.

Skills

Tax preparation

Customer service

Video conferencing

Bilingual English/Spanish

Tools

TurboTax software

Job description

Intuit is seeking a motivated tax professional for a fully remote, customer-facing role supporting TurboTax users. You will guide customers through federal and state 1040 returns, provide tax explanations, and resolve product questions using clear, everyday language.

You’ll use video tools to assist clients, maintain accuracy, document interactions, and meet performance KPIs while completing required training and staying compliant.