Remote Tax Pro - 1040 Specialist (Virtual)

Intuit, Inc.; Grand Rapids (MI); Remote; USD 30,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a highly motivated tax preparer with TurboTax experience to guide customers through their returns virtually using our video tools. You will explain tax terms and provide expert advice, helping customers complete tax returns and obtain signatures.

The role emphasizes empathy, clear language, adherence to policies, and training; candidates should have 2+ years of federal/state return prep for many clients, PTIN, state licenses, and strong communication; remote, US-based.

Qualifications

• 2+ years of federal/state 1040 preparation for ~30 clients/season.
• Active PTIN and ability to obtain state licenses if needed.
• Knowledge of Circular 230 and tax terminology.
• Willing to work minimum 20 hours per week.
• Strong technical skills and professional communication.

Responsibilities

• Provide tax advice, full service return prep and signature.
• Answer product questions and perform tax calculations.
• Interact with customers via video/audio and document the session.
• Apply policies to resolve tax prep inquiries and meet KPIs.
• Complete required training and participate in engagements as needed.

Skills

Tax preparation

Customer service

Bilingual (English/Spanish)

PTIN

Circular 230 knowledge

Video/phone communication

Remote work setup

Tools

TurboTax

Video conferencing

CRM basics

Job description

Intuit, Inc. is seeking a highly motivated tax preparer with TurboTax experience to guide customers through their returns virtually using our video tools. You will explain tax terms and provide expert advice, helping customers complete tax returns and obtain signatures.

The role emphasizes empathy, clear language, adherence to policies, and training; candidates should have 2+ years of federal/state return prep for many clients, PTIN, state licenses, and strong communication; remote, US-based.