Remote Tax Specialist: 1040 Returns & Expert Guidance

Intuit, Inc.; Palm Springs (CA); Remote; USD 31,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a tax professional to assist customers remotely with TurboTax returns, providing expert guidance and explanations of tax terms. You will support full-service return preparation and e-signatures while delivering excellent service.

The role emphasizes clear communication, empathy, and using government resources to answer inquiries. Training and compliance requirements apply, with bonus and benefits available.

Qualifications

• 2+ years of preparing federal and state individual 1040 tax returns for 30+ clients per season using commercial tax software.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Active PTIN required.
• Willing to work minimum 20 hours per week.
• Proficient with technology and video/audio tools.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signature, and tax calculations.
• Create high quality interactions with deep customer empathy and expertise in tax preparation.
• Document customer interactions and assist with inquiries using government sites and resources.
• Meet KPI metrics and participate in pilots, training, and development as required.

Skills

Tax preparation

Customer service

Bilingual (English/Spanish)

Tech-savvy

PTIN holder

Tools

TurboTax software

Video conferencing tools

Job description

Intuit, Inc. is seeking a tax professional to assist customers remotely with TurboTax returns, providing expert guidance and explanations of tax terms. You will support full-service return preparation and e-signatures while delivering excellent service.

The role emphasizes clear communication, empathy, and using government resources to answer inquiries. Training and compliance requirements apply, with bonus and benefits available.