Remote Tax Advisor & Prep Specialist

Intuit, Inc.; Kissimmee (FL); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a tax professional for a remote, virtual role to help customers complete federal and state individual returns using TurboTax products.

You will provide tax guidance, perform full service return preparation, and help customers understand tax terminology with clear communication. The ideal candidate has 2+ years of tax prep experience, a valid PTIN, and the ability to obtain state certifications if needed.

Qualifications

• 2+ years of federal and state tax return preparation experience.
• Active PTIN (Preparer Tax Identification Number).
• Willing and able to obtain any related state licenses, certificates, permits, or bonds if required.
• Willing to work a minimum of 20 hours per week.
• Bilingual English/Spanish is a plus.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers using video communications software.
• Provide tax advice, full service return preparation and signature, and product/software inquiries.
• Explain tax terms and guide customers using everyday language.
• Document customer interactions and work toward KPI metrics and program goals.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Communication skills

Bilingual English/Spanish

Tools

Tax software

Job description

Intuit, Inc. is seeking a tax professional for a remote, virtual role to help customers complete federal and state individual returns using TurboTax products.

You will provide tax guidance, perform full service return preparation, and help customers understand tax terminology with clear communication. The ideal candidate has 2+ years of tax prep experience, a valid PTIN, and the ability to obtain state certifications if needed.