Remote Tax Pro: Expert 1040 Return Prep

Intuit, Inc.; Fort Mill (SC); Remote; USD 25,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a tax professional with TurboTax experience to assist customers in completing their taxes remotely. You will guide customers through tax terms, provide expert advice, and deliver clear explanations while maintaining high service standards.

The role involves virtual interaction, full-service return preparation, and ongoing training to meet compliance and KPI targets. Strong communication and customer empathy are essential for success in a fast-paced remote environment.

Qualifications

• 2+ years of federal and state 1040 tax return preparation for at least 30 clients per season.
• Active PTIN and ability to obtain state licenses or certificates.
• Willing to work 20+ hours per week.
• Strong communication and customer service skills.
• Proficient with tax software and online resources.

Responsibilities

• This is a virtual, customer-facing role; you will use video communications to interact with customers.
• Provide tax advice and assist with full-service return preparation and signature.
• Answer product/software inquiries and perform tax calculations as needed.
• Create high-quality customer interactions and document conversations.
• Complete required training and regulatory compliance programs.

Skills

Tax preparation experience

Customer service

Strong communication

Bilingual English/Spanish

Tools

TurboTax software

Smartlook video tool

Job description

Intuit, Inc. is seeking a tax professional with TurboTax experience to assist customers in completing their taxes remotely. You will guide customers through tax terms, provide expert advice, and deliver clear explanations while maintaining high service standards.

The role involves virtual interaction, full-service return preparation, and ongoing training to meet compliance and KPI targets. Strong communication and customer empathy are essential for success in a fast-paced remote environment.