Remote Tax Return Specialist (1040)

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

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely, delivering expert guidance, tax preparation, and explanations of tax terms. You will use video tools and government resources to answer questions and prepare returns with accuracy.

Responsibilities include providing tax advice, full-service return preparation and signature, handling product inquiries, and documenting customer interactions. A strong emphasis on KPI-driven performance and ongoing training is required.

Qualifications

• 2+ years of recent federal and state 1040 tax return experience for at least 30 clients per season.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing and able to work a minimum of 20 hours per week.
• Proficient with technology; solid computer operations.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving and research skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Need dedicated hardwired internet connection meeting Intuit security criteria.
• Bilingual (English/Spanish) a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using Smartlook video software to interact with customers.
• Provide tax advice, full service return preparation and signature for TurboTax customers.
• Answer product/software inquiries and perform tax calculations.
• Document customer interactions and strive to meet KPIs.
• Use government resources and team expertise to deliver accurate answers in everyday language.
• Follow defined practices and company policies to resolve inquiries.
• Participate in training, pilots, and enhancements as required.
• Work with minimal supervision in a fast-paced environment.
• Maintain a dedicated internet connection meeting security criteria.
• Cross-train for additional products or offerings when needed.

Skills

Tax preparation

Customer service

Bilingual English/Spanish

Communication skills

Video interactions

Education

PTIN

State licenses

Tools

Smartlook

TurboTax

Job description

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely, delivering expert guidance, tax preparation, and explanations of tax terms. You will use video tools and government resources to answer questions and prepare returns with accuracy.

Responsibilities include providing tax advice, full-service return preparation and signature, handling product inquiries, and documenting customer interactions. A strong emphasis on KPI-driven performance and ongoing training is required.