Remote Tax Expert - Full-Service Returns & Guidance

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

Job summary

Intuit is seeking a highly motivated tax preparation professional for a virtual, customer-facing role. You will guide customers through their returns, provide tax explanations, and assist with full-service preparation using TurboTax products.

The position requires 2+ years of federal/state tax return experience, PTIN, and strong communication skills. A dedicated internet connection and a willingness to train are essential for success.

Qualifications

• 2+ years of federal and state individual 1040 tax returns experience for at least 30 clients per season using commercial tax software.
• Active PTIN required.
• State licenses/certificates/permits/bonds may be required.
• Working knowledge of Circular 230.
• Willing and able to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will be using our Smartlook video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product/software inquiries.
• Calculate taxes and explain tax terms in everyday language.
• Document customer interactions and troubleshoot using defined company procedures.
• Work toward meeting KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required training and development as determined by the business.

Skills

Customer service

Verbal communication

Written communication

Critical thinking

Problem solving

Research skills

Fast-paced work

Tools

Smartlook

Tax software

Job description

Intuit is seeking a highly motivated tax preparation professional for a virtual, customer-facing role. You will guide customers through their returns, provide tax explanations, and assist with full-service preparation using TurboTax products.

The position requires 2+ years of federal/state tax return experience, PTIN, and strong communication skills. A dedicated internet connection and a willingness to train are essential for success.