Remote Tax Pro: 1040 Specialist & Client Guide

Intuit, Inc.; Palos Heights (IL); Remote; USD 29,000 - 37,000; Full time

Job summary

Intuit, Inc. is hiring for a virtual tax professional to help customers complete federal and state returns using TurboTax products. You will guide customers through tax terms, provide explanations, and ensure accurate, confident service while delighting users.

Role requires experience with tax preparation, strong communication, and the ability to work remotely. Training and compliance requirements will be provided; bilingual English/Spanish is a plus.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season using commercial tax software.

Responsibilities

• This is a virtual, customer-facing role using Smartlook video to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and adhere to defined procedures to resolve tax-related questions.
• Meet KPI targets and participate in pilot testing and trainings as required.

Skills

Tax preparation

Customer service

Communication skills

Bilingual English/Spanish

Job description

Intuit, Inc. is hiring for a virtual tax professional to help customers complete federal and state returns using TurboTax products. You will guide customers through tax terms, provide explanations, and ensure accurate, confident service while delighting users.

Role requires experience with tax preparation, strong communication, and the ability to work remotely. Training and compliance requirements will be provided; bilingual English/Spanish is a plus.