Remote Tax Pro: 1040 Returns & Virtual Support

Intuit, Inc.; Riverside (CA); Remote; USD 26,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a virtual tax professional to assist TurboTax customers with federal and state return preparation, tax advice, and product inquiries. You will use video tools to guide clients, ensuring accurate, clear explanations and friendly service.

The role emphasizes empathy, strong communication, and the ability to follow policy-based procedures while meeting performance metrics. Remote work is supported for qualified US residents.

Qualifications

• 2+ years of recent federal and state individual 1040 tax returns experience for at least 30 clients per season.
• Active PTIN and ability to obtain state licenses, permits, or bonds.
• Must reside in the United States and be willing to work a minimum of 20 hours per week.
• Proficient with technology and computer software; experience with tax software.
• Bilingual English/Spanish is a plus.

Responsibilities

• This is a virtual, customer-facing role using Smartlook to interact with customers.
• Provide tax advice, full-service return preparation and signature, and product inquiries.
• Create high-quality customer interactions with empathy and expertise in tax preparation.
• Document customer interactions and resolve inquiries per defined procedures.
• Meet KPI metrics and participate in pilots, projects, and trainings as needed.
• Complete required training and professional development as determined by the business.

Skills

Tax preparation

Customer service

Verbal and written communication

Tech proficient

Bilingual English/Spanish

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a virtual tax professional to assist TurboTax customers with federal and state return preparation, tax advice, and product inquiries. You will use video tools to guide clients, ensuring accurate, clear explanations and friendly service.

The role emphasizes empathy, strong communication, and the ability to follow policy-based procedures while meeting performance metrics. Remote work is supported for qualified US residents.