Remote Tax Prep Specialist – TurboTax Expert

Intuit, Inc.; Panama City (FL); Remote; USD 31,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely, guiding them through federal and state returns with clear explanations of tax terms.

In this virtual role you will provide expert tax advice, perform full-service return preparation, and address product questions using straightforward language, while meeting performance metrics and completing required trainings.

Qualifications

• 2+ years of experience preparing federal and state 1040 returns for at least 30 clients per season.
• Active PTIN and state licenses/certificates.
• Willing to work a minimum of 20 hours per week.
• Knowledge of Circular 230 and good computer skills.

Responsibilities

• Provide tax advice, full-service return preparation and e-signature support.
• Interact with customers via video using TurboTax communications tools.
• Document customer interactions and assist with product inquiries.
• Meet KPIs and participate in training and projects.

Skills

Tax preparation

Customer service

Bilingual English/Spanish

Tools

Commercial tax software

Job description

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely, guiding them through federal and state returns with clear explanations of tax terms.

In this virtual role you will provide expert tax advice, perform full-service return preparation, and address product questions using straightforward language, while meeting performance metrics and completing required trainings.