Remote Tax Specialist — 1040 Prep & Client Support

Intuit, Inc.; Corpus Christi (TX); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a virtual tax professional to assist customers with federal and state returns using TurboTax products. You will provide expert tax guidance, perform full service return preparation, and explain tax concepts in clear terms.

The role emphasizes customer empathy and delivering confident, accurate support. The position requires 2+ years of recent tax preparation experience, PTIN, and willingness to meet training requirements.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns for 30+ clients per season.
• Active PTIN required or able to obtain PTIN.
• Knowledge of Circular 230.

Responsibilities

• Virtual, customer-facing role using Smartlook to interact with customers.
• Provide tax advice, full service return preparation and signature.
• Explain tax terms in everyday language and resolve inquiries.
• Document customer interactions and meet KPI metrics.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Bilingual English/Spanish

Education

PTIN

State licenses/certificates

Tools

Video conferencing (Smartlook)

Job description

Intuit, Inc. is seeking a virtual tax professional to assist customers with federal and state returns using TurboTax products. You will provide expert tax guidance, perform full service return preparation, and explain tax concepts in clear terms.

The role emphasizes customer empathy and delivering confident, accurate support. The position requires 2+ years of recent tax preparation experience, PTIN, and willingness to meet training requirements.