Virtual Tax Pro – 1040 Expert & Guidance

Intuit, Inc.; Fargo (ND); Remote; USD 32,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a remote Tax Preparer with TurboTax experience to assist customers in completing federal and state returns via our virtual platform.

You will guide clients through tax concepts, provide full-service preparation, and document interactions with a focus on accuracy and customer satisfaction. Ideal candidates have 2+ years of recent tax prep, active PTIN, state licenses, and are comfortable working at least 20 hours weekly.

Qualifications

• 2+ years of experience preparing federal and state 1040 returns for 30+ clients per season using commercial tax software.
• Must possess or obtain State licenses, permits, or bonds.
• Active PTIN required.
• Willingness to work at least 20 hours per week.

Responsibilities

• This is a virtual, customer-facing role using Smartlook to interact with customers.
• Provide tax advice, full-service return preparation and signature, and product inquiries.
• Explain tax concepts in everyday language and document customer interactions.
• Meet KPI metrics and participate in training, pilots, and process improvements.

Skills

Tax knowledge

Customer service

Communication skills

Video support

Bilingual English/Spanish

Education

Active PTIN

State licenses/certifications

Tools

Smartlook

TurboTax software

Job description

Intuit, Inc. is seeking a remote Tax Preparer with TurboTax experience to assist customers in completing federal and state returns via our virtual platform.

You will guide clients through tax concepts, provide full-service preparation, and document interactions with a focus on accuracy and customer satisfaction. Ideal candidates have 2+ years of recent tax prep, active PTIN, state licenses, and are comfortable working at least 20 hours weekly.