Remote Tax Specialist — Expert 1040 Prep & Guidance

Intuit, Inc.; Orlando (FL); Remote; USD 30,000 - 39,000; Part time

Benefits offered by this job

Performance bonus

Job summary

Intuit, Inc. seeks a motivated tax professional to assist customers with TurboTax-based tax preparation and explanations via a virtual platform. You will provide expert guidance, support customer returns, and answer product queries using clear, everyday language.

A dedicated internet connection and strong communication skills are required. The role is remote, part-time (minimum 20 hours weekly), and involves completing training, meeting KPIs, and delivering high-quality customer experiences.

Qualifications

• 2+ years of experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax prep software.
• Must possess or be able to obtain relevant state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; solid computer skills.
• Strong customer service through video and audio tools in a professional manner.
• Excellent verbal and written communication skills.
• Critical thinking and problem-solving abilities.
• Able to work in a fast-paced environment with minimal supervision.
• Must have or obtain a dedicated hardwired internet connection meeting Intuit security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will use our video communications software to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their tax returns with: tax advice; full service return preparation and signature; product/software inquiries; tax calculations.
• Create high-quality customer interactions and experiences using deep customer empathy and tax knowledge.
• Utilize government websites, professional resources, and team expertise to deliver the right answer in everyday language.
• Apply defined practices and policies to troubleshoot and resolve tax advice and preparation inquiries.
• Document customer interactions.
• Work toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Communication

Bilingual English/Spanish

Education

PTIN holder

State licenses/certifications

Tools

TurboTax

State tax software

Job description

Intuit, Inc. seeks a motivated tax professional to assist customers with TurboTax-based tax preparation and explanations via a virtual platform. You will provide expert guidance, support customer returns, and answer product queries using clear, everyday language.

A dedicated internet connection and strong communication skills are required. The role is remote, part-time (minimum 20 hours weekly), and involves completing training, meeting KPIs, and delivering high-quality customer experiences.