Remote Tax Pro: Expert 1040 Prep & Support

Intuit, Inc.; Birmingham (AL); Remote; USD 21,000 - 34,000; Part time

Job summary

Intuit, Inc. is seeking a virtual tax preparer with strong federal and state return experience to assist TurboTax customers. You will deliver tax advice, perform full service returns, and answer software questions via video interactions.

The role demands clear communication, empathy, and the ability to work at least 20 hours weekly from a home setup. You must have or obtain a PTIN, state licenses as needed, and comfortable with online tools and compliance requirements.

Qualifications

• 2+ years of preparing federal and state 1040 returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain state licenses, certificates, permits, or bonds.
• Active PTIN required.
• Working knowledge of Circular 230.
• Avail to work a minimum of 20 hours per week.
• Proficient with technology; solid computer skills.
• Strong customer service with professional video/audio interaction.
• Excellent verbal and written communication.
• Critical thinking and research skills; fast-paced environment tolerance.
• Must have a hardwired internet connection that meets security criteria.
• Bilingual English/Spanish a plus; resides in the United States.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Help TurboTax customers with tax advice, full service return preparation and signature, product questions, and tax calculations.
• Create high-quality customer interactions with empathy and deep tax knowledge.
• Consult government and professional resources to deliver accurate answers in plain language.
• Apply policies to troubleshoot inquiries and document interactions.
• Strive to meet KPI metrics and participate in pilots and validations.
• Complete required training and development as directed by the business.

Skills

Tax preparation experience

Customer service

Excellent communication

Bilingual English/Spanish

Video/telephone support

Tools

TurboTax software

PC/Laptop proficiency

Video collaboration tools

Job description

Intuit, Inc. is seeking a virtual tax preparer with strong federal and state return experience to assist TurboTax customers. You will deliver tax advice, perform full service returns, and answer software questions via video interactions.

The role demands clear communication, empathy, and the ability to work at least 20 hours weekly from a home setup. You must have or obtain a PTIN, state licenses as needed, and comfortable with online tools and compliance requirements.