Virtual Tax Prep Specialist — 1040 Expert

Intuit, Inc.; Tampa (FL); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. seeks a tax-preparation professional for a remote, customer-facing role focused on guiding customers through their tax returns using TurboTax products. You will deliver expert tax advice, perform full service returns, and explain complex tax terms in everyday language while maintaining high customer satisfaction.

The position requires 2+ years of recent 1040 experience, active PTIN, and solid tech skills. Remote work with flexible hours and ongoing training are offered.

Qualifications

• 2+ years of federal and state individual 1040 tax returns experience for 30+ clients per season.
• Must possess or be able to obtain state licenses, permits or bonds.
• Active PTIN required.
• Working knowledge of Circular 230.
• Willing to work minimum 20 hours per week.
• Proficient with technology and software.

Responsibilities

• Virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Explain tax terms in everyday language and reference government/professional resources.
• Document customer interactions and meet KPI metrics.
• Participate in training, cross-training, and development as required.

Skills

Tax preparation

Customer service

Bilingual English/Spanish

Video/audio tools

Critical thinking

Education

Active PTIN

State licenses

Tools

Tax preparation software

Smartlook video

Job description

Intuit, Inc. seeks a tax-preparation professional for a remote, customer-facing role focused on guiding customers through their tax returns using TurboTax products. You will deliver expert tax advice, perform full service returns, and explain complex tax terms in everyday language while maintaining high customer satisfaction.

The position requires 2+ years of recent 1040 experience, active PTIN, and solid tech skills. Remote work with flexible hours and ongoing training are offered.