Remote Tax Pro & 1040 Specialist (Virtual)

Intuit, Inc.; Washington (District of Columbia); Remote; USD 29,000 - 37,000; Full time

Job summary

Intuit, Inc. in Washington, DC seeks a Tax Preparation Specialist to help customers complete their taxes using TurboTax products. You will provide expert guidance, tax preparation, and explanations of tax terms to customers remotely.

The role emphasizes high-quality customer interactions using video tools, applying policies to resolve inquiries, and meeting KPI targets. Requires 2+ years of tax prep experience, an active PTIN, and availability for at least 20 hours per week.

Qualifications

• Two or more years of recent federal and state individual 1040 tax return experience.
• Must possess or be able to obtain related state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work minimum 20 hours per week.

Responsibilities

• This is a virtual, customer-facing role using Smartlook video software to interact with customers.
• Provide tax advice and full service return preparation and signature.
• Answer product/software questions and perform tax calculations.
• Document customer interactions and meet KPI metrics.

Skills

Tax preparation

Customer service

Bilingual English/Spanish

Education

Active PTIN

Job description

Intuit, Inc. in Washington, DC seeks a Tax Preparation Specialist to help customers complete their taxes using TurboTax products. You will provide expert guidance, tax preparation, and explanations of tax terms to customers remotely.

The role emphasizes high-quality customer interactions using video tools, applying policies to resolve inquiries, and meeting KPI targets. Requires 2+ years of tax prep experience, an active PTIN, and availability for at least 20 hours per week.