Virtual Tax Pro: 1040 Returns Specialist

Intuit, Inc.; Lexington (KY); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a talented tax professional for a virtual, customer-facing role supporting TurboTax users.

You will guide customers through federal and state returns, provide tax explanations, and perform full service preparation with attention to accuracy and customer clarity. The position emphasizes strong communication, adherence to compliance standards, and the ability to work 20+ hours weekly from a remote setting across the United States.

Qualifications

• Two or more years of recent experience preparing federal and state 1040 tax returns for at least 30 clients per season using commercial tax preparation software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (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.
• Bilingual English/Spanish communication skills (written & spoken) a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers using our video communications software (Smartlook).
• Provide tax advice and assist with full service return preparation and signatures.
• Answer product/software inquiries and perform tax calculations.
• Document customer interactions and contribute to KPI metrics and Big Bet Goals.
• Participate in pilot testing and training as required.

Skills

Tax preparation

Customer service

Communication

Tech proficiency

Bilingual English/Spanish

Tools

Tax software

Smartlook

Job description

Intuit, Inc. is seeking a talented tax professional for a virtual, customer-facing role supporting TurboTax users.

You will guide customers through federal and state returns, provide tax explanations, and perform full service preparation with attention to accuracy and customer clarity. The position emphasizes strong communication, adherence to compliance standards, and the ability to work 20+ hours weekly from a remote setting across the United States.