Remote Tax Specialist — Client-Focused Expert

Intuit, Inc.; Fort Collins (CO); Remote; USD 29,000 - 37,000; Full time

Job summary

Intuit, Inc. is seeking an experienced tax professional to assist customers with federal and state 1040 returns in a virtual setting. You will guide clients through tax questions, provide explanations, and perform full-service return preparation using TurboTax products.

Applicants should have 2+ years of recent returns experience, PTIN, and strong communication skills. A dedicated internet connection is required, with English/Spanish bilingual skills considered a plus.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial software.
• Active PTIN and ability to obtain state licenses/certificates.
• Knowledge of Circular 230.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers using Smartlook video.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and troubleshoot tax questions to meet company KPIs.
• Complete required training and cross-training as needed.

Skills

Tax preparation

Customer service

Communication skills

Bilingual English/Spanish

Tools

Smartlook

Job description

Intuit, Inc. is seeking an experienced tax professional to assist customers with federal and state 1040 returns in a virtual setting. You will guide clients through tax questions, provide explanations, and perform full-service return preparation using TurboTax products.

Applicants should have 2+ years of recent returns experience, PTIN, and strong communication skills. A dedicated internet connection is required, with English/Spanish bilingual skills considered a plus.