Remote Tax Pro: Expert 1040 Prep & Customer Guidance

Intuit, Inc.; Palm Desert (CA); Remote; USD 30,000 - 39,000; Part time

Job summary

Intuit, Inc. seeks a virtual tax preparer with 2+ years of federal and state 1040 experience to assist customers with tax returns using TurboTax products. You will guide customers through tax concepts, provide advice, and perform full-service returns remotely.

You will communicate clearly via video, document interactions, and meet performance metrics while completing required training and staying compliant. Prior licensing and a US residence are required; bilingual English/Spanish is a plus.

Qualifications

• 2+ years of federal and state individual 1040 tax return preparation experience for at least 30 clients per season using commercial software.
• Active PTIN and availability to obtain related licenses if needed.
• Willingness to reside in the United States and work a minimum of 20 hours per week.

Responsibilities

• Interact with customers virtually via video and audio tools to provide tax guidance and explain terms clearly.
• Perform full-service tax return preparation and obtain signatures as needed.
• Document customer interactions and troubleshoot inquiries following policy guidelines.
• Participate in training, pilot projects, and cross-training as required.

Skills

Tax preparation

Customer service

Bilingual English/Spanish

Job description

Intuit, Inc. seeks a virtual tax preparer with 2+ years of federal and state 1040 experience to assist customers with tax returns using TurboTax products. You will guide customers through tax concepts, provide advice, and perform full-service returns remotely.

You will communicate clearly via video, document interactions, and meet performance metrics while completing required training and staying compliant. Prior licensing and a US residence are required; bilingual English/Spanish is a plus.