Virtual Tax Preparer — 1040 Specialist (Customer-Facing)

Intuit, Inc.; Sarasota (FL); Remote; USD 23,000 - 35,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a remote Tax Preparer to assist TurboTax customers with accurate tax preparation, explanations of terms, and friendly support. You will work virtually using video tools to guide clients through federal and state filings, ensuring compliant, high-quality returns.

The role requires 2+ years of recent 1040 preparation, active PTIN, and the ability to commit at least 20 hours per week. Bilingual English/Spanish is a plus; a secure home internet connection is required.

Qualifications

• 2+ years of recent federal/state 1040 tax returns prepared for at least 30 clients.
• Active PTIN and ability to obtain state licenses.
• Willing to work a minimum of 20 hours per week.
• Strong verbal and written communication skills.
• Bilingual English/Spanish is a plus.
• Reliable internet connection meeting Intuit Security criteria.

Responsibilities

• Interact with customers via our video communications software to provide tax guidance.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Create high quality customer interactions with empathy and expertise in tax preparation.
• Utilize government websites and resources to deliver accurate answers in everyday language.
• Apply procedures to troubleshoot and resolve tax advice queries.
• Document customer interactions accurately.
• Aim to meet KPIs and Big Bet Goals.
• Participate in training, pilot tests, and cross-training as required.

Skills

Customer service

Video communication

Communication skills

Problem solving

Bilingual English/Spanish

Adaptability

Education

PTIN

Tools

TurboTax software

Smartlook video software

Job description

Intuit, Inc. is seeking a remote Tax Preparer to assist TurboTax customers with accurate tax preparation, explanations of terms, and friendly support. You will work virtually using video tools to guide clients through federal and state filings, ensuring compliant, high-quality returns.

The role requires 2+ years of recent 1040 preparation, active PTIN, and the ability to commit at least 20 hours per week. Bilingual English/Spanish is a plus; a secure home internet connection is required.