Remote Tax Pro & 1040 Specialist

Intuit, Inc.; Silver Spring (MD); Remote; USD 29,000 - 37,000; Full time

Job summary

Intuit, Inc. is seeking a tax professional for a virtual, customer-facing role within the TurboTax family. You will guide customers through federal and state returns, explain tax concepts clearly, and deliver expert assistance to ensure accurate filings.

Responsibilities include using video tools for customer interactions, providing tax advice, completing returns with signatures, documenting inquiries, and meeting performance KPIs while training on Intuit processes and security requirements.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 tax returns for at least 30 clients per season.
• Active PTIN and ability to obtain related state licenses/certificates.
• Willingness to work a minimum of 20 hours per week.
• Residence in the United States and ability to work remotely.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers using Smartlook video software.
• Provide tax advice, full service return preparation and signature, and address product/software inquiries.
• Explain tax concepts and software terms in everyday language.
• Document customer interactions and continuously meet KPI metrics and goals.
• Complete required training and adhere to company policies.

Skills

Tax preparation

Customer service

Communication skills

Tech proficiency

Bilingual (English/Spanish)

TurboTax software

Smartlook

Tools

TurboTax software

Smartlook

Job description

Intuit, Inc. is seeking a tax professional for a virtual, customer-facing role within the TurboTax family. You will guide customers through federal and state returns, explain tax concepts clearly, and deliver expert assistance to ensure accurate filings.

Responsibilities include using video tools for customer interactions, providing tax advice, completing returns with signatures, documenting inquiries, and meeting performance KPIs while training on Intuit processes and security requirements.