Virtual Tax Prep Specialist (1040 Expert)

Intuit, Inc.; Piscataway Township (NJ); Remote; USD 31,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit, Inc. is seeking a tax professional with experience in preparing federal and state 1040 returns for individuals. This remote, customer-facing role will use advanced video tools to guide customers through tax returns, explain tax terms, and deliver high-quality interactions.

You will assist with tax advice, full-service preparation, and product inquiries, while meeting KPIs. Training and compliance requirements are part of the role, with eligibility for benefits and a compensation package.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season.
• Must possess or obtain State licenses, certificates, permits, or bonds and a PTIN.
• Experience with commercial tax preparation software.

Responsibilities

• This is a virtual, customer-facing role; you will be using our video communications software to interact with customers.
• Provide tax advice and full service return preparation and signature.
• Answer product/software inquiries and perform tax calculations.
• Document customer interactions and maintain accurate records.
• Meet company KPI metrics and participate in training and projects as needed.

Skills

Tax preparation

Customer service

Video/phone support

Bilingual English/Spanish

Education

PTIN possession or eligibility

Tools

Smartlook video software

Job description

Intuit, Inc. is seeking a tax professional with experience in preparing federal and state 1040 returns for individuals. This remote, customer-facing role will use advanced video tools to guide customers through tax returns, explain tax terms, and deliver high-quality interactions.

You will assist with tax advice, full-service preparation, and product inquiries, while meeting KPIs. Training and compliance requirements are part of the role, with eligibility for benefits and a compensation package.