Remote Tax Pro — 1040 Specialist for TurboTax

Intuit, Inc.; Canonsburg (Washington County); Remote; USD 29,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a motivated tax professional for a virtual, customer-facing role helping clients complete their taxes using TurboTax.

You will provide expert guidance, full-service return preparation, and explanations of tax terms, while delivering a high-quality customer experience. The role requires 2+ years of federal/state tax preparation experience, PTIN, and ability to work at least 20 hours weekly.

Qualifications

• 2+ years of experience preparing federal and state individual 1040 tax returns for 30+ clients per season using commercial tax software.
• Must possess or be able to obtain state licenses, certificates, permits, or bonds.
• Active PTIN required.
• Working knowledge of Circular 230.
• Willing to work at least 20 hours per week.
• Proficient with technology and computer operations.
• Strong customer service and communication skills for video interactions.
• Excellent verbal and written communication.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have a dedicated hardwired internet connection meeting security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• Interact with customers virtually using state-of-the-art video software to provide tax guidance and support.
• Assist TurboTax customers with tax return preparation, advice, and software questions.
• Document customer interactions and follow defined procedures to resolve inquiries.
• Meet KPI metrics and participate in pilots, projects, and experience validations.
• Complete required training including compliance, up-skilling, and cross-training as needed.

Skills

Tax preparation

Customer service

Communication skills

Bilingual English/Spanish

Technical proficiency

Education

PTIN (Preparer Tax Identification Number) required

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a motivated tax professional for a virtual, customer-facing role helping clients complete their taxes using TurboTax.

You will provide expert guidance, full-service return preparation, and explanations of tax terms, while delivering a high-quality customer experience. The role requires 2+ years of federal/state tax preparation experience, PTIN, and ability to work at least 20 hours weekly.