Remote Tax Pro for 1040 Returns & Client Support

Intuit, Inc.; San Diego (CA); Remote; USD 29,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a tax-preparation specialist to assist customers remotely with federal and state returns. You will guide tax questions, perform full-service preparation, and explain tax terms in everyday language via video calls.

Requirements include 2+ years of 1040 experience, active PTIN, and the ability to use tax software. The role supports up to 20 hours per week and offers training and development within a flexible remote setup.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Active PTIN and ability to obtain state licenses/certificates.
• Proficiency with tax software and ability to communicate complex tax terms clearly.

Responsibilities

• Assist customers virtually to prepare and review tax returns via video communications.
• Provide tax advice, answer product questions and perform full-service return preparation.
• Document customer interactions and work toward KPI targets and training requirements.

Skills

Customer service

Communication

Problem solving

Tech proficiency

Fast-paced work

Bilingual EN/ES

Education

PTIN active

State licenses / certificates

Tools

Tax software

Video conferencing (Smartlook)

Job description

Intuit, Inc. is seeking a tax-preparation specialist to assist customers remotely with federal and state returns. You will guide tax questions, perform full-service preparation, and explain tax terms in everyday language via video calls.

Requirements include 2+ years of 1040 experience, active PTIN, and the ability to use tax software. The role supports up to 20 hours per week and offers training and development within a flexible remote setup.