Remote Tax Pro: Expert 1040 Prep & Client Guidance

Intuit, Inc.; Macon (GA); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a motivated tax professional to guide customers through TurboTax products, offering expert tax preparation and explanations of tax terms. This remote role emphasizes high-quality customer interactions and adherence to policy while helping users maximize prosperity.

You will work with video tools to assist customers, perform 1040 returns, and participate in ongoing training. Strong communication and problem-solving are essential for success.

Qualifications

• 2+ years of federal and state 1040 returns for 30+ clients per season.
• Active PTIN required or ability to obtain.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Must reside in the United States.

Responsibilities

• Assist customers virtually to complete tax returns and provide tax guidance.
• Conduct full-service return preparation and signature where applicable.
• Handle product and software inquiries and tax calculations.
• Document customer interactions and meet KPI metrics.
• Complete required training and development as determined by the business.

Skills

Tax prep

Customer service

Communication

Bilingual EN/SP

PTIN knowledge

Job description

Intuit, Inc. is seeking a motivated tax professional to guide customers through TurboTax products, offering expert tax preparation and explanations of tax terms. This remote role emphasizes high-quality customer interactions and adherence to policy while helping users maximize prosperity.

You will work with video tools to assist customers, perform 1040 returns, and participate in ongoing training. Strong communication and problem-solving are essential for success.