Remote Tax Specialist - 1040 Returns & Customer Guidance

Intuit, Inc.; Greensburg (Westmoreland County); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a virtual Tax Associate with tax preparation experience to guide customers through TurboTax processes. You will explain tax terms, assist with returns, and deliver friendly, clear support using video tools.

Requirements include 2+ years of federal/state 1040 prep experience, PTIN, and ability to work at least 20 hours weekly. English/Spanish bilingual a plus; remote in the United States.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season using commercial 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.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers using video communications software.
• Provide tax advice, full service return preparation and signature for TurboTax customers.
• Document customer interactions and apply company policies to resolve inquiries.
• Meet KPIs and participate in training and development as required.

Skills

Customer service

Verbal communication

Written communication

Problem solving

Critical thinking

Bilingual English/Spanish

Tech-savvy

Tools

Tax software

Job description

Intuit, Inc. is seeking a virtual Tax Associate with tax preparation experience to guide customers through TurboTax processes. You will explain tax terms, assist with returns, and deliver friendly, clear support using video tools.

Requirements include 2+ years of federal/state 1040 prep experience, PTIN, and ability to work at least 20 hours weekly. English/Spanish bilingual a plus; remote in the United States.