Remote Tax Return Specialist - 1040 Expert

Intuit, Inc.; Needham (MA); Remote; USD 30,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a virtual Tax Professional to help customers complete federal and state returns using TurboTax products.

You will provide expert tax guidance, perform full-service returns, and explain tax terms in plain language while leveraging video communications to connect with customers. The role requires 2+ years of tax prep experience, active PTIN and state licenses, strong communication skills, and the ability to work at least 20 hours per week from a US residence.

Qualifications

• 2+ years of federal and state 1040 tax return prep for 30+ clients per season.
• Must possess or obtain State licenses/certificates.
• Active PTIN required.
• Knowledge of Circular 230.
• Willing to work at least 20 hours per week.
• Proficient with technology and video/audio tools.
• Strong verbal and written communication skills.
• Able to work in a fast-paced environment with minimal supervision.

Responsibilities

• Interact with customers via video; provide tax advice and full service return prep.
• Explain tax terms and guide customers using everyday language.
• Document customer interactions and resolve inquiries per policy.
• Meet KPI metrics and participate in pilot tests and training.
• Maintain a dedicated hardwired internet connection meeting security criteria.

Skills

Tax preparation

Customer service

Communication

Problem solving

Education

PTIN credential

State licenses/certificates

Tools

Commercial tax software

Job description

Intuit, Inc. is seeking a virtual Tax Professional to help customers complete federal and state returns using TurboTax products.

You will provide expert tax guidance, perform full-service returns, and explain tax terms in plain language while leveraging video communications to connect with customers. The role requires 2+ years of tax prep experience, active PTIN and state licenses, strong communication skills, and the ability to work at least 20 hours per week from a US residence.