Virtual Tax Pro: 1040 Expert for Clients

Intuit, Inc.; Savannah (GA); Remote; USD 30,000 - 39,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is hiring a tax professional to assist TurboTax customers remotely with tax preparation and explanations of tax terms. You will interact via video tools, deliver accurate guidance, and document each customer interaction while supporting signature-ready returns.

The role requires 2+ years of federal/state 1040 experience, a valid PTIN, and availability to work at least 20 hours weekly. English/Spanish bilingual skills are a plus, and residing in the United States is required.

Qualifications

• 2+ years of federal and state 1040 tax return prep for at least 30 clients per season.
• Active PTIN and ability to obtain state licenses/certifications.
• Willingness to work a minimum of 20 hours per week.
• Proficient with technology and video/audio tools.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will use Smartlook to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Explain tax terms clearly and document customer interactions.
• Meet company KPI metrics and participate in pilot testing and training as needed.
• Follow defined procedures and company policies to resolve inquiries.

Skills

Tax preparation experience

Customer service

Excellent communication

Video/phone interaction tools

Tools

Smartlook

Job description

Intuit, Inc. is hiring a tax professional to assist TurboTax customers remotely with tax preparation and explanations of tax terms. You will interact via video tools, deliver accurate guidance, and document each customer interaction while supporting signature-ready returns.

The role requires 2+ years of federal/state 1040 experience, a valid PTIN, and availability to work at least 20 hours weekly. English/Spanish bilingual skills are a plus, and residing in the United States is required.