Remote Tax Pro: Client-Facing 1040 Specialist

Intuit, Inc.; Strongsville (OH); Remote; USD 26,000 - 34,000; Full time

Job summary

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely with tax preparation and expert guidance. You will use our video tools to interact with clients, deliver tax explanations, and complete returns with accuracy and confidence.

Candidates should have 2+ years of federal and state 1040 preparation experience, PTIN, and knowledge of Circular 230. The role requires a dedicated home setup and strong communication skills for effective customer support.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season using tax software.
• Must have or be able to obtain state licenses, PTIN, and related credentials.
• Familiarity with Circular 230 and professional tax guidelines.

Responsibilities

• This is a virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full service return preparation and signatures, and product inquiries.
• Document customer interactions and work toward KPI metrics and program goals.
• Participate in training and professional development as required by the business.

Skills

Tax preparation

Customer service

Communication skills

Video/audioconferencing

Tools

Tax preparation software

Job description

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely with tax preparation and expert guidance. You will use our video tools to interact with clients, deliver tax explanations, and complete returns with accuracy and confidence.

Candidates should have 2+ years of federal and state 1040 preparation experience, PTIN, and knowledge of Circular 230. The role requires a dedicated home setup and strong communication skills for effective customer support.