Remote Tax Pro for 1040 Returns & Client Guidance

Intuit, Inc.; New York (NY); Remote; USD 31,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional with experience preparing federal and state returns to help customers complete their taxes using TurboTax products.

This virtual role focuses on delivering expert guidance, accurate tax preparation, and clear explanations to empower customers. You will work remotely across the United States, handle video customer interactions, and strive to meet performance KPIs while completing required training.

Qualifications

• 2+ years of federal and state 1040 tax return prep for at least 30 clients per season.
• Active PTIN is required.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; comfortable using video/audio tools.
• Must reside in the United States.
• Bilingual English/Spanish a plus.

Responsibilities

• Virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions with empathy and tax expertise.
• Use government sites and resources to find the right answer in everyday language.
• Follow defined procedures and policies to troubleshoot inquiries.
• Document customer interactions.
• Meet KPI metrics and Big Bet goals.
• Participate in pilot tests and trainings as needed.

Skills

Tax preparation

Customer service

Video calls

Bilingual English/Spanish

PTIN familiarity

Circular 230 knowledge

Remote work

Tools

Tax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional with experience preparing federal and state returns to help customers complete their taxes using TurboTax products.

This virtual role focuses on delivering expert guidance, accurate tax preparation, and clear explanations to empower customers. You will work remotely across the United States, handle video customer interactions, and strive to meet performance KPIs while completing required training.