Remote Tax Return Specialist — 1040 Expert

Intuit, Inc.; Deerfield (IL); Remote; USD 29,000 - 39,000; Part time

Job summary

Intuit, Inc. seeks a highly motivated tax professional for a virtual, customer-facing role with TurboTax products. You will guide customers through tax preparation, provide expert advice, and explain tax terminology via video interactions.

The position requires 2+ years of returns experience, active PTIN, and strong communication. You will train on policies and tools, maintain client documentation, and work at least 20 hours weekly.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for 30+ clients per season using tax software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work at least 20 hours per week.
• Proficient with technology and software.
• Strong customer service—visually/verbally engaging with customers.
• Excellent verbal and written communication.
• Critical thinking, problem solving, and research skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Dedicated hardwired internet connection per security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will use our video software to interact with customers.
• Help TurboTax customers working on their returns or those who have delegated their returns with: Tax advice, Full service return prep and signature, Product inquiries, Tax calculations.
• Create high-quality customer interactions and experiences using empathy and deep tax knowledge.
• Utilize government sites and professional resources to deliver the right answer in everyday language.
• Apply company policies to troubleshoot and resolve inquiries.
• Document customer interactions.
• Meet KPI metrics and Big Bet goals.
• Participate in pilot testing and trainings as needed.
• Complete required training and development as determined by the business.

Skills

2+ years tax prep experience

PTIN holder

Circular 230 knowledge

Strong communication

Tech savviness

Customer service excellence

Fast-paced workstyle

Remote work readiness

Bilingual English/Spanish a plus

US residency

Job description

Intuit, Inc. seeks a highly motivated tax professional for a virtual, customer-facing role with TurboTax products. You will guide customers through tax preparation, provide expert advice, and explain tax terminology via video interactions.

The position requires 2+ years of returns experience, active PTIN, and strong communication. You will train on policies and tools, maintain client documentation, and work at least 20 hours weekly.