Virtual Tax Pro – 1040 Specialist (Remote)

Intuit, Inc.; Deerfield (IL); Remote; USD 29,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a motivated tax professional for a virtual customer-facing role helping TurboTax customers complete their federal and state tax returns. You will provide expert tax guidance, perform full-service return preparation, and answer questions about tax terms and software features.

The role requires 2+ years of 1040 experience, active PTIN, and willingness to work at least 20 hours weekly. Strong communication, empathy, and tech skills are essential.

Qualifications

• 2+ years preparing federal and state 1040 tax returns for at least 30 clients per season.
• Active PTIN and ability to obtain state licenses/certificates.
• Knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with computer operations and tax software.

Responsibilities

• This is a virtual, customer-facing role; interact with customers using video communications software.
• Provide tax advice, full service return preparation and signature.
• Assist with product/software inquiries and tax calculations.
• Document customer interactions and maintain clear records.
• Meet KPI metrics and participate in pilots and trainings.

Skills

Customer service

Verbal communication

Written communication

Critical thinking

Problem solving

Tech proficiency

Video/Audio tools

Bilingual English/Spanish

Fast-paced environment

Tools

Tax preparation software

Job description

Intuit, Inc. is seeking a motivated tax professional for a virtual customer-facing role helping TurboTax customers complete their federal and state tax returns. You will provide expert tax guidance, perform full-service return preparation, and answer questions about tax terms and software features.

The role requires 2+ years of 1040 experience, active PTIN, and willingness to work at least 20 hours weekly. Strong communication, empathy, and tech skills are essential.