Remote Tax Pro: Expert 1040 Prep & Guidance

Intuit, Inc.; Minneapolis (MN); Remote; USD 26,000 - 34,000; Part time

Job summary

Intuit, Inc. seeks a tax preparation specialist to assist customers with federal and state tax returns in a virtual setting. You will provide expert guidance, perform full-service returns, and explain complex terms in clear language while maintaining high-quality customer interactions.

The role requires 2+ years of relevant tax prep experience, an active PTIN, and the ability to work at least 20 hours weekly. Strong communication and tech proficiency are essential for success.

Qualifications

• 2+ years of federal and state 1040 tax returns prepared for 30+ clients per season using commercial tax software.
• Active PTIN and ability to obtain state licenses.
• Willing to work a minimum of 20 hours per week.

Responsibilities

• Provide tax advice and full-service return preparation via virtual interactions.
• Explain tax terms in everyday language and document customer interactions.
• Use government resources and company policies to resolve inquiries and ensure accuracy.
• Participate in training and help meet KPI metrics and program goals.

Skills

Tax preparation

Customer service

Written & verbal communication

Bilingual (English/Spanish)

Education

PTIN

State licenses / certificates

Tools

Tax software proficiency

Job description

Intuit, Inc. seeks a tax preparation specialist to assist customers with federal and state tax returns in a virtual setting. You will provide expert guidance, perform full-service returns, and explain complex terms in clear language while maintaining high-quality customer interactions.

The role requires 2+ years of relevant tax prep experience, an active PTIN, and the ability to work at least 20 hours weekly. Strong communication and tech proficiency are essential for success.