Remote Tax Pro: Expert 1040 Prep & Client Guidance

Intuit, Inc.; Santa Maria (CA); Remote; USD 29,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a motivated tax professional to support TurboTax customers in a virtual, customer-facing role. You will provide expert tax guidance, assist with return preparation and signature, and handle product inquiries using clear, everyday language.

Excellent communication and tax knowledge are essential. The position emphasizes empathy, accuracy, and adherence to policies, with ongoing training and KPI-driven expectations.

Qualifications

• Minimum 2+ years of federal/state individual 1040 tax return preparation experience.
• Must have or be able to obtain state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willingness to work at least 20 hours per week.
• Proficiency with technology and tax software.

Responsibilities

• Virtual, customer-facing role using video communications to interact with customers.
• Assist TurboTax users with tax returns, including full-service return preparation and signature.
• Handle tax advice, product inquiries, and tax calculations.
• Document customer interactions and strive to meet KPIs and business goals.
• Complete required training and development as determined by the business.

Skills

Customer service

Verbal & written communication

Tech savvy

Bilingual English/Spanish

Video conferencing

Education

PTIN required

State licenses/permits

Tools

TurboTax

Tax prep software

Video conferencing

Smartlook

Job description

Intuit, Inc. is seeking a motivated tax professional to support TurboTax customers in a virtual, customer-facing role. You will provide expert tax guidance, assist with return preparation and signature, and handle product inquiries using clear, everyday language.

Excellent communication and tax knowledge are essential. The position emphasizes empathy, accuracy, and adherence to policies, with ongoing training and KPI-driven expectations.