Remote Tax Pro & Virtual 1040 Return Specialist

Intuit, Inc.; Greenville (SC); Remote; USD 26,000 - 39,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a tax professional for a virtual, customer-facing role supporting TurboTax customers. You will guide them through federal and state returns, provide tax explanations, and deliver high-quality interactions via video and phone tools.

The role requires tax preparation experience, PTIN, and strong communication skills. A bilingual English/Spanish ability is a plus, and you must reside in the United States with at least 20 hours per week availability.

Qualifications

• 2+ years of experience preparing federal and state individual 1040 returns.
• Able to prepare for at least 30 clients per season.
• Active PTIN.
• Knowledge of Circular 230.
• Willing to work at least 20 hours per week.
• Proficient with computer software.
• Strong communication skills, and experience interacting via video/audio tools.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will be using our video communications software to interact with customers.
• Help TurboTax customers with tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions using empathy and tax expertise.
• Utilize resources to deliver accurate answers in everyday language.
• Document customer interactions and meet KPIs and Big Bet Goals.
• Attend training and development as required by the business.

Skills

Tax preparation

Customer service

Bilingual English/Spanish

PTIN holder

Strong communication skills

Tech proficient

Job description

Intuit, Inc. is seeking a tax professional for a virtual, customer-facing role supporting TurboTax customers. You will guide them through federal and state returns, provide tax explanations, and deliver high-quality interactions via video and phone tools.

The role requires tax preparation experience, PTIN, and strong communication skills. A bilingual English/Spanish ability is a plus, and you must reside in the United States with at least 20 hours per week availability.