Remote Tax Pro 1040 Returns & Customer Guidance

Intuit, Inc.; St. Louis (MO); Remote; USD 25,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a virtual tax preparer to guide customers through TurboTax products, provide expert tax explanations, and complete returns with signatures. You will interact via advanced video software, delivering accurate support and friendly service while meeting KPI targets.

The role requires 2+ years of federal/state 1040 prep experience for many clients, PTIN, and knowledge of Circular 230. Bilingual English/Spanish is a plus; 20 hours per week minimum.

Qualifications

• 2+ years of recent federal and state individual 1040 tax return experience.
• Experience serving 30+ clients per season for compensation.
• Must possess or obtain related state licenses, certificates, permits, or bonds.
• Active PTIN and working knowledge of Circular 230.

Responsibilities

• Virtual, customer-facing role using video communications 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 interactions.
• Follow procedures to troubleshoot and resolve tax questions and ensure KPI targets.
• Participate in training, pilot tests, and cross-training as required.

Skills

Tax preparation

Customer service

Video communication

Communication skills

Tools

Commercial tax software

Job description

Intuit, Inc. is seeking a virtual tax preparer to guide customers through TurboTax products, provide expert tax explanations, and complete returns with signatures. You will interact via advanced video software, delivering accurate support and friendly service while meeting KPI targets.

The role requires 2+ years of federal/state 1040 prep experience for many clients, PTIN, and knowledge of Circular 230. Bilingual English/Spanish is a plus; 20 hours per week minimum.