Remote Tax Specialist: Expert 1040 Returns & Guidance

Intuit, Inc.; Kennesaw (GA); Remote; USD 32,000 - 39,000; Full time

Job summary

Intuit, Inc. seeks a motivated tax professional to help customers complete their taxes using TurboTax products. You will provide expert guidance, tax preparation, and explanations of tax terms while ensuring a positive customer experience.

Responsibilities include virtual support, tax advice, and full-service return preparation. Candidates should have 2+ years of federal/state 1040 experience, PTIN, and strong communication skills. This is a remote, customer-facing role within the United States.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season.
• Must possess an active PTIN and be able to obtain state licenses.
• Knowledge of Circular 230 and tax regulations.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and common software.
• Strong verbal and written communication skills.
• Bilingual English/Spanish a plus.
• Residency in the United States.

Responsibilities

• This is a virtual, customer-facing role using our video communications software to interact with customers.
• Assist TurboTax customers with tax return preparation, tax advice, software inquiries, and tax calculations.
• Create high-quality customer interactions with empathy and tax expertise; document interactions.
• Follow procedures to troubleshoot and resolve tax questions and ensure accurate returns.
• Meet KPIs and participate in pilots and training as required.

Skills

Customer service

Communication

Tech savvy

Video/audio tools

Bilingual English/Spanish a plus

TurboTax experience

Education

PTIN

State licenses/certificates

Circular 230 knowledge

Tools

TurboTax software

Smartlook video tool

Job description

Intuit, Inc. seeks a motivated tax professional to help customers complete their taxes using TurboTax products. You will provide expert guidance, tax preparation, and explanations of tax terms while ensuring a positive customer experience.

Responsibilities include virtual support, tax advice, and full-service return preparation. Candidates should have 2+ years of federal/state 1040 experience, PTIN, and strong communication skills. This is a remote, customer-facing role within the United States.