Remote Tax Specialist — Virtual 1040 Expert & Support

Intuit, Inc.; Davenport (IA); Remote; USD 31,000 - 39,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. seeks a virtual tax professional to assist TurboTax customers in completing their federal and state returns. You will provide expert guidance, tax explanations, and full-service preparation via video interactions from your remote location in the United States.

The role requires 2+ years of recent tax preparation experience, a valid PTIN, and the ability to work at least 20 hours per week. Strong communication and customer-service skills are essential, with bilingual English/Spanish

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for 30+ clients per season.
• Active PTIN; state licenses, permits, or bonds as applicable.
• Willing and able to work a minimum of 20 hours per week.
• Strong verbal and written communication; customer service oriented.
• Proficient with technology; familiar with TurboTax software.
• Bilingual English/Spanish a plus; comfortable with video interactions.

Responsibilities

• This is a virtual, customer-facing role; interact with customers using video communications software.
• Provide tax advice, full service return preparation and signature, and software/product inquiries.
• Create high quality customer interactions with empathy and tax expertise.
• Document customer interactions and adhere to procedures and policies.
• Meet KPI metrics and participate in training and validations as needed.

Skills

Tax preparation

Customer service

Video calls

Communication

Bilingual EN/ES

Education

PTIN

State licenses

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. seeks a virtual tax professional to assist TurboTax customers in completing their federal and state returns. You will provide expert guidance, tax explanations, and full-service preparation via video interactions from your remote location in the United States.

The role requires 2+ years of recent tax preparation experience, a valid PTIN, and the ability to work at least 20 hours per week. Strong communication and customer-service skills are essential, with bilingual English/Spanish