Remote Tax Pro for 1040 Prep & Virtual Support

Intuit, Inc.; Cornelius (NC); Remote; USD 39,000 - 60,000; Full time

Job summary

Intuit, Inc. is seeking a tax professional to assist customers with preparing federal and state returns using TurboTax products. You will guide customers through tax terms, provide expert advice, and ensure high-quality service through video interactions.

Responsibilities include handling tax questions, performing full service returns, and documenting customer interactions while meeting KPI goals. Remote, part-time to full-time schedules and training are provided.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season using commercial software.
• Active PTIN and ability to obtain state licenses/certificates if needed.
• Working knowledge of Circular 230.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers via video communications software.
• Provide tax advice, full-service return preparation and signature, and product inquiries.
• Document customer interactions and work toward KPI metrics and program goals.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Video communication

Bilingual English/Spanish (a plus)

Verbal and written communication

Education

Active PTIN

State licenses/certificates

Tools

TurboTax software

Video/teleconference tools

Job description

Intuit, Inc. is seeking a tax professional to assist customers with preparing federal and state returns using TurboTax products. You will guide customers through tax terms, provide expert advice, and ensure high-quality service through video interactions.

Responsibilities include handling tax questions, performing full service returns, and documenting customer interactions while meeting KPI goals. Remote, part-time to full-time schedules and training are provided.