Remote Tax Pro – Expert 1040 Prep & Client Guidance

Intuit, Inc.; Peoria (IL); Remote; USD 29,000 - 37,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a motivated tax professional to help customers complete their taxes using TurboTax products in a remote, virtual setting.

You will provide expert guidance, tax preparation, and explanations of tax terms, while delivering high-quality customer experiences. The role requires at least 2 years of federal/state 1040 preparation for many clients per season, PTIN possession, and strong communication skills for video interactions.

Qualifications

• At least 2 years of federal/state 1040 tax return prep for 30+ clients per season.
• Must have PTIN and be able to obtain state licenses if required.
• Proficient with commercial tax preparation software and basic tax terms.
• Strong customer service and communication skills for virtual interactions.

Responsibilities

• Provide tax advice and full service return preparation and signature.
• Interact with customers via video communications software.
• Explain tax terms in everyday language and document interactions.
• Resolve inquiries using government resources and team expertise.
• Meet KPIs and participate in training and pilots.
• Maintain secure, compliant handling of customer data.

Skills

Tax preparation

PTIN holder

1040 returns

Circular 230 knowledge

Tools

Tax software

Job description

Intuit, Inc. is seeking a motivated tax professional to help customers complete their taxes using TurboTax products in a remote, virtual setting.

You will provide expert guidance, tax preparation, and explanations of tax terms, while delivering high-quality customer experiences. The role requires at least 2 years of federal/state 1040 preparation for many clients per season, PTIN possession, and strong communication skills for video interactions.