Remote Tax Advisor & TurboTax Expert

Intuit, Inc.; Panama City (FL); Remote; USD 30,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a virtual Tax Professional to assist TurboTax users with federal and state returns, tax advice, and software inquiries.

You will guide customers through the preparation process, explain tax terms, and ensure accuracy via a strong understanding of tax rules and technology. The role emphasizes high-quality customer interactions, ability to work with video tools, and a willingness to complete required training.

Qualifications

• 2+ years of federal and state 1040 tax return prep experience for at least 30 clients per season.
• Active PTIN required or able to obtain.
• State licenses/certificates or bonds may be required.
• Willing to work minimum 20 hours per week.
• Proficient with technology and software.

Responsibilities

• Virtual, customer-facing role using video software to interact with customers.
• Provide tax advice and full service return preparation and signature.
• Assist with product/software inquiries and tax calculations.
• Document customer interactions and meet KPI metrics.
• Participate in training and development programs as required.
• Demonstrate empathy and clear explanations of tax terms.

Skills

Tax preparation

Customer service

Video communication

Bilingual English/Spanish

Education

PTIN license

State licenses/certificates

Tools

TurboTax software

Smartlook

Job description

Intuit, Inc. is seeking a virtual Tax Professional to assist TurboTax users with federal and state returns, tax advice, and software inquiries.

You will guide customers through the preparation process, explain tax terms, and ensure accuracy via a strong understanding of tax rules and technology. The role emphasizes high-quality customer interactions, ability to work with video tools, and a willingness to complete required training.