Virtual Tax Pro: 1040 Returns & Client Support

Intuit, Inc.; New York (NY); Remote; USD 30,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a motivated tax-preparation specialist for a virtual, customer-facing role supporting TurboTax customers.

You will guide taxpayers through federal and state returns, explain tax concepts, and deliver accurate, clear guidance using everyday language while leveraging our video tools. The position emphasizes empathy, documentation, and teamwork, with training and compliance requirements.

Qualifications

• 2+ years of federal and state individual 1040 tax return preparation for at least 30 clients per season.
• Must possess or be able to obtain related state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing and able to work a minimum of 20 hours per week.
• Proficient with technology; strong computer operations and software.
• Strong customer service and communication skills.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• Provide tax advice, full-service return preparation and signature.
• Interact with customers via video and audio tools.
• Document customer interactions and resolve inquiries.
• Meet KPI metrics and participate in pilots and training.

Skills

Tax preparation experience

Customer service

Verbal and written communication

Critical thinking

Job description

Intuit, Inc. is seeking a motivated tax-preparation specialist for a virtual, customer-facing role supporting TurboTax customers.

You will guide taxpayers through federal and state returns, explain tax concepts, and deliver accurate, clear guidance using everyday language while leveraging our video tools. The position emphasizes empathy, documentation, and teamwork, with training and compliance requirements.