Remote Tax Pro: Expert 1040 Prep & Client Guidance

Intuit, Inc.; Pasadena (CA); Remote; USD 31,000 - 39,000; Full time

Job summary

Intuit, Inc. seeks a virtual tax preparer with 2+ years of federal and state tax return experience to assist TurboTax customers. You will provide expert tax guidance, perform full service returns, and answer product questions using clear, plain language.

The role emphasizes empathy, accuracy, and adherence to policy while meeting performance KPIs. You will interact via video in a remote setting, handle complex inquiries, and participate in ongoing training to stay current on tax rules and

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season with commercial tax software.
• Must possess or be able to obtain related state licenses, certificates, permits, or bonds.
• Must possess an active PTIN and be familiar with Circular 230.
• Must be willing to work a minimum of 20 hours per week.

Responsibilities

• This is a virtual, customer-facing role; you will use our video communications software to interact with customers.
• Help TurboTax customers with tax returns or delegated returns: tax advice, full service return preparation and signature, product inquiries, tax calculations.
• Create high quality customer interactions with empathy and expert tax knowledge.
• Leverage government sites and resources to deliver accurate answers in plain language.
• Apply company procedures to troubleshoot and resolve tax questions, document interactions, and meet KPI targets.
• Participate in training, pilots, and experience validations; be open to additional requirements as needed.

Skills

Tax prep experience

Customer service

Verbal and written communication

Attention to detail

Bilingual English/Spanish (plus)

Tools

Tax software

Video conferencing (Smartlook)

Job description

Intuit, Inc. seeks a virtual tax preparer with 2+ years of federal and state tax return experience to assist TurboTax customers. You will provide expert tax guidance, perform full service returns, and answer product questions using clear, plain language.

The role emphasizes empathy, accuracy, and adherence to policy while meeting performance KPIs. You will interact via video in a remote setting, handle complex inquiries, and participate in ongoing training to stay current on tax rules and