Remote Tax Pro: 1040 Returns & TurboTax Help

Intuit, Inc.; South Bend (IN); Remote; USD 25,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a tax professional to help TurboTax customers complete federal and state returns remotely. You will provide expert guidance, tax preparation, and explanations of tax terms, using video tools to communicate with clients and deliver high-quality service.

The role requires at least 2 years of experience, an active PTIN, and the ability to work 20+ hours weekly. Bilingual English/Spanish is a plus, with compliance training and ongoing professional development provided.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 tax returns for at least 30 clients per season.
• 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.
• Willing and available to work a minimum of 20 hours per week.

Responsibilities

• This is a virtual, customer-facing role with video interactions using Smartlook.
• Provide tax advice, full service return preparation and product inquiries.
• Document customer interactions and troubleshoot tax questions.
• Meet KPI metrics and participate in training and development as required.

Skills

Tax preparation

Customer service

Communication

Problem solving

Education

PTIN credential

Tools

Smartlook

Job description

Intuit, Inc. is seeking a tax professional to help TurboTax customers complete federal and state returns remotely. You will provide expert guidance, tax preparation, and explanations of tax terms, using video tools to communicate with clients and deliver high-quality service.

The role requires at least 2 years of experience, an active PTIN, and the ability to work 20+ hours weekly. Bilingual English/Spanish is a plus, with compliance training and ongoing professional development provided.