Remote Tax Specialist – Virtual 1040 Returns Expert

Intuit, Inc.; Montgomery (AL); Remote; USD 30,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a virtual tax preparation specialist to guide customers through federal and state 1040 returns using TurboTax products. You will provide tax explanations, perform full service returns, and handle inquiries with professional, clear communication.

You will interact via state-of-the-art video tools, document interactions, and strive to meet KPI targets while maintaining high customer satisfaction. A PTIN and readiness for training are required.

Qualifications

• Two or more years of recent experience preparing federal and state 1040 tax returns for at least 30 clients per season.
• Possesses an active PTIN and is able to obtain any required state licenses or permits.
• Excellent verbal and written communication skills with strong customer service focus.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service tax return preparation and signatures for TurboTax customers.
• Answer product/software inquiries and perform tax calculations for client returns.
• Document customer interactions and work to meet KPI metrics and program goals.

Skills

Tax preparation

Customer service

Bilingual English/Spanish

Education

PTIN holder

Tools

Smartlook

Job description

Intuit, Inc. is seeking a virtual tax preparation specialist to guide customers through federal and state 1040 returns using TurboTax products. You will provide tax explanations, perform full service returns, and handle inquiries with professional, clear communication.

You will interact via state-of-the-art video tools, document interactions, and strive to meet KPI targets while maintaining high customer satisfaction. A PTIN and readiness for training are required.