Virtual Tax Preparation Specialist — 1040 Expert

Intuit, Inc.; Omaha (NE); Remote; USD 25,000 - 36,000; Part time

Job summary

Intuit, Inc. is hiring for a virtual tax professional with experience preparing federal and state 1040 returns. You will assist customers with tax advice, full service returns, and software inquiries, delivering clear explanations and confident guidance through a video platform.

The role requires a PTIN, state licensing as applicable, and at least 20 hours per week. Strong communication, problem-solving, and comfort with online tools are essential.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Must possess or be able to obtain relevant State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.

Responsibilities

• This is a virtual, customer-facing role; you will be using our video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Create high quality customer interactions using empathy and tax expertise.
• Document customer interactions and resolve inquiries per defined procedures.
• Meet company KPI metrics and participate in pilot tests and trainings.

Skills

Tax preparation software

Customer communication

Video/Chat tools

Bilingual English/Spanish (plus)

Education

PTIN (Active)

State licenses/certificates

Tools

Smartlook video software

Job description

Intuit, Inc. is hiring for a virtual tax professional with experience preparing federal and state 1040 returns. You will assist customers with tax advice, full service returns, and software inquiries, delivering clear explanations and confident guidance through a video platform.

The role requires a PTIN, state licensing as applicable, and at least 20 hours per week. Strong communication, problem-solving, and comfort with online tools are essential.