Remote Tax Pro - Expert 1040 Returns & Virtual Support

Intuit, Inc.; Mason (OH); Remote; USD 26,000 - 34,000; Full time

Job summary

Intuit, Inc. is seeking a tax preparation expert for a virtual, customer-facing role supporting TurboTax customers. You will guide clients through federal and state returns, explain tax terms, and deliver accurate, friendly assistance using our video tools.

Requirements include 2+ years of 1040 experience, PTIN, and availability to work at least 20 hours per week from the United States. You will join a fast-paced team focused on quality, compliance, and customer satisfaction.

Qualifications

• 2+ years of federal and state 1040 tax returns experience for at least 30 clients per season.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Active PTIN required.
• Willing to work a minimum of 20 hours per week.
• Must reside in the United States.

Responsibilities

• Virtual, customer-facing role using our video communications software to interact with customers.
• Provide tax advice and full-service return preparation and signature.
• Answer product/software inquiries and perform tax calculations.
• Create high quality customer interactions with empathy and expertise in tax preparation.
• Document customer interactions and contribute to KPI goals.
• Participate in training, pilot testing, and projects as needed.

Skills

Tax preparation

Customer service

Communication

Video support

Bilingual EN/ES

Tools

TurboTax

IRS e-file

Job description

Intuit, Inc. is seeking a tax preparation expert for a virtual, customer-facing role supporting TurboTax customers. You will guide clients through federal and state returns, explain tax terms, and deliver accurate, friendly assistance using our video tools.

Requirements include 2+ years of 1040 experience, PTIN, and availability to work at least 20 hours per week from the United States. You will join a fast-paced team focused on quality, compliance, and customer satisfaction.