Remote Tax Pro: Expert 1040 Prep & Guidance

Intuit, Inc.; Lawrenceville (GA); Remote; USD 29,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely with tax preparation, explanations of terms, and guidance during the return process. You will use video tools to interact with clients, provide accurate advice, and document interactions.

The role requires strong communication, 2+ years of experience, and the ability to work at least 20 hours per week. Training and compliance programs are part of the role; bilingual English/Spanish is a plus, and you must reside in

Qualifications

• 2+ years of federal and state 1040 return prep for 30+ clients per season.
• Must have or be able to obtain PTIN and state licenses.
• Willing to work at least 20 hours per week.

Responsibilities

• Virtual, customer-facing role using Smartlook to assist TurboTax customers.
• Provide tax advice, full service return preparation and signature, and product queries.
• Create high-quality customer interactions with empathy and expertise.
• Document customer interactions and adhere to procedures and policies.
• Support KPI targets and participate in trainings and pilots.

Skills

Tax preparation

Customer service

Verbal communication

Bilingual (English/Spanish)

Education

PTIN

State licenses/certificates

Tools

Smartlook

Video conferencing

Job description

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely with tax preparation, explanations of terms, and guidance during the return process. You will use video tools to interact with clients, provide accurate advice, and document interactions.

The role requires strong communication, 2+ years of experience, and the ability to work at least 20 hours per week. Training and compliance programs are part of the role; bilingual English/Spanish is a plus, and you must reside in