Remote Tax Pro: 1040 Specialist for Customer Support

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

Job summary

Intuit, Inc. is hiring for a virtual tax professional to guide customers through TurboTax filings using video tools. You will advise on tax questions, perform or oversee full-service returns, and handle product inquiries with clear, everyday language.

The role emphasizes accuracy, customer empathy, and adherence to policy while meeting KPI targets. Ideal candidates have 2+ years of federal/state return prep, active PTIN, and a willingness to work at least 20 hours per week in a fully remote

Qualifications

• 2+ years preparing federal/state 1040 returns for ~30 clients per season.
• Must have or obtain related state licenses, certificates, permits, or bonds.
• Active PTIN required.
• Knowledge of Circular 230.
• Willing to work at least 20 hours/week.
• Proficient with technology; general software knowledge.
• Strong customer service with video/audio tools.
• Excellent verbal/written communication.
• Critical thinking and problem solving abilities.
• Ability to work in a fast-paced environment with limited supervision.
• Must have or obtain a hardwired internet connection meeting security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will use our video software to interact with customers.
• Assist TurboTax customers with tax returns and delegated returns: Tax advice, full service prep and signature, product inquiries, tax calculations.
• Create high quality customer interactions with empathy and tax expertise.
• Use government sites and resources to deliver correct answers in everyday language.
• Apply company procedures to troubleshoot tax questions and prep inquiries.
• Document customer interactions for records.
• Work toward KPIs and Big Bet Goals.
• Participate in pilot testing and experience validations as needed.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Communication

Problem solving

Fast-paced environment

Tech savvy

Education

State tax preparer license

PTIN credential

Tools

Tax software

Job description

Intuit, Inc. is hiring for a virtual tax professional to guide customers through TurboTax filings using video tools. You will advise on tax questions, perform or oversee full-service returns, and handle product inquiries with clear, everyday language.

The role emphasizes accuracy, customer empathy, and adherence to policy while meeting KPI targets. Ideal candidates have 2+ years of federal/state return prep, active PTIN, and a willingness to work at least 20 hours per week in a fully remote