Remote Tax Pro - 1040 Returns & Guidance

Intuit, Inc.; Topeka (KS); Remote; USD 25,000 - 39,000; Full time

Job summary

Intuit is seeking a virtual Tax Professional to help TurboTax customers complete their federal and state returns. You will provide expert tax guidance, perform calculations, and explain tax terms clearly, all through secure video and chat channels.

The role requires 2+ years of return preparation with a PTIN, strong communication, and the ability to work at least 20 hours weekly. This is remote in the United States, with training and performance-based rewards.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax preparation software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Must be willing and available to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills to interact with customers through video and audio tools.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have (or be willing to obtain) a dedicated hardwired internet connection meeting Intuit Security criteria.
• Bilingual English/Spanish communication skills a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will use video communications software to interact with customers.
• Help TurboTax customers with tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions using empathy and your knowledge in tax preparation.
• Utilize government websites and professional resources to deliver accurate answers in everyday language.
• Apply company procedures to troubleshoot and resolve tax advice and preparation inquiries.
• Document customer interactions and work toward meeting KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations; complete required training.

Skills

Tax preparation

Customer service

Bilingual English/Spanish

Job description

Intuit is seeking a virtual Tax Professional to help TurboTax customers complete their federal and state returns. You will provide expert tax guidance, perform calculations, and explain tax terms clearly, all through secure video and chat channels.

The role requires 2+ years of return preparation with a PTIN, strong communication, and the ability to work at least 20 hours weekly. This is remote in the United States, with training and performance-based rewards.