Remote Tax Specialist — 1040 Return Expert

Intuit, Inc.

Palos Heights (IL)

Remote

USD 29,000 - 37,000

Part time

9 hours ago

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Job summary

Intuit, Inc. is seeking a virtual tax professional to assist TurboTax customers with federal and state returns, tax advice, and software questions. You will work remotely, using our video tools to guide clients through complex tax scenarios and ensure accurate, compliant filings.

Ideal candidates have 2+ years of recent 1040 experience, a PTIN, and strong communication skills. A hardwired internet connection and willingness to train are essential; bilingual English/Spanish is a plus.

Qualifications

2+ years of experience preparing federal and state individual 1040 returns for at least 30 clients per season using tax software.
Active PTIN required.
Knowledge of Circular 230.
Willing to work a minimum of 20 hours per week.
Proficient with technology; strong computer skills.
Bilingual English/Spanish is a plus.
Must reside in the United States.
Must obtain state licenses/certificates as needed.

Responsibilities

This is a virtual, customer-facing role; you will interact with customers using our video communications software.
Provide tax advice, full service return preparation and signature, and handle product/software inquiries.
Explain tax concepts in everyday language and build confidence through empathy.
Document customer interactions and follow documented procedures.
Strive to meet KPI metrics and participate in pilot tests and projects.
Complete required training and development as determined by the business.