Remote Tax Specialist: 1040 Returns & Guidance

Intuit, Inc.; Overland Park (KS); Remote; USD 26,000 - 39,000; Part time

Benefits offered by this job

Bonus eligibility

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a motivated Tax Professional to assist TurboTax customers remotely. You will guide clients through tax returns, provide expert explanations, and complete full-service returns with signatures.

Strong communication and tax knowledge are essential, with optional English/Spanish bilingual capabilities. The role is virtual and requires at least 20 hours per week, with training and compliance requirements outlined.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season using commercial software.
• Must possess or be able to obtain required State licenses, certificates, permits, or bonds.
• Must have an active PTIN (Preparer Tax Identification Number).
• Working knowledge of Circular 230.
• Willing and available to work a minimum of 20 hours per week.
• Proficient with technology and general computer operations.
• Strong customer service, verbal and written communication, and problem-solving skills.
• Ability to navigate video/online tax assistance platforms professionally.
• English/Spanish bilingual skills are a plus.

Responsibilities

• Assist TurboTax customers remotely with tax returns and questions.
• Provide tax advice, full service return preparation, and signature support.
• Answer product/software inquiries and perform tax calculations.
• Create high-quality customer interactions using empathy and expertise.
• Document customer interactions and align with company policies.
• Meet KPIs and participate in pilots and trainings as required.

Skills

Tax preparation experience

PTIN holder

Circular 230 knowledge

Customer service

Video/online communication

Verbal & written communication

Tech savvy / computer skills

Bilingual English/Spanish

Licenses eligibility

20+ hours per week availability

Smartlook (video platform)

Tools

Smartlook

Job description

Intuit, Inc. is seeking a motivated Tax Professional to assist TurboTax customers remotely. You will guide clients through tax returns, provide expert explanations, and complete full-service returns with signatures.

Strong communication and tax knowledge are essential, with optional English/Spanish bilingual capabilities. The role is virtual and requires at least 20 hours per week, with training and compliance requirements outlined.