Virtual Tax Pro: 1040 Prep & Customer Guidance

Intuit, Inc.; Conyers (GA); Remote; USD 25,000 - 34,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to join TurboTax in a remote, customer‑facing role.

You will help customers complete federal and state returns, provide clear tax explanations, and deliver exceptional service through video and audio interactions using our tools. Requirements include 2+ years of recent tax return preparation for 30+ clients per season, a valid PTIN, knowledge of Circular 230, and the ability to work a minimum of 20 hours per week.

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 any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Must be willing and available to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills – ability to interact with customers through video and audio tools in a professional, friendly, and confident manner.
• Excellent verbal and written communication skills
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will be using our state of the art video communications software (Smartlook) to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their tax returns with: Tax advice, Full Service return preparation and signature, Product/software inquires, Tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and your knowledge in tax preparation.
• Utilize government websites, professional resources, and team expertise to deliver the right answer in everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve inquiries.
• Document customer interactions.
• Work toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete all required training and development as determined by the business.

Skills

Tax preparation

Customer service

Communication

Bilingual (English/Spanish)

Tools

Tax software

Video communications software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to join TurboTax in a remote, customer‑facing role.

You will help customers complete federal and state returns, provide clear tax explanations, and deliver exceptional service through video and audio interactions using our tools. Requirements include 2+ years of recent tax return preparation for 30+ clients per season, a valid PTIN, knowledge of Circular 230, and the ability to work a minimum of 20 hours per week.