Remote Tax Specialist: 1040 Prep & Client Guidance

Intuit, Inc.; South Bend (IN); Remote; USD 25,000 - 33,000; Part time

Job summary

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely in completing federal and state tax returns. You will use video tools to guide clients, provide expert tax explanations, and perform full service return preparation with accuracy and empathy.

Ideal candidates have 2+ years of federal/state return experience, active PTIN, and strong communication skills. Training and compliance requirements apply, with flexible hours and remote work options within the

Qualifications

• 2+ years preparing federal and state 1040 returns for 30+ clients per season.
• Active PTIN or ability to obtain one; state licenses where applicable.
• Proficient with tax software and technology; strong computer skills.

Responsibilities

• Interact with customers via video during virtual sessions using Smartlook.
• Provide tax advice and full service return preparation and signatures.
• Explain tax terms in everyday language and resolve inquiries with accuracy.
• Document customer interactions and maintain records.
• Meet KPI metrics and participate in pilots and trainings as needed.

Skills

Customer service skills

Verbal communication

Written communication

Critical thinking

Problem solving

Research skills

Adaptability in fast-paced env

Bilingual English/Spanish (plus)

Education

PTIN active or able to obtain

State licenses/certificates or bonds (where required)

Tools

Tax software

Job description

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely in completing federal and state tax returns. You will use video tools to guide clients, provide expert tax explanations, and perform full service return preparation with accuracy and empathy.

Ideal candidates have 2+ years of federal/state return experience, active PTIN, and strong communication skills. Training and compliance requirements apply, with flexible hours and remote work options within the