Remote Tax Preparer — Virtual Returns Expert

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

Job summary

Intuit, Inc. is seeking a qualified tax professional for a fully virtual role to assist TurboTax customers with tax preparation and expert guidance. You will navigate IRS and state tax processes, explain terms clearly, and deliver accurate returns using commercial tax software.

Responsibilities include providing tax advice, completing full service returns, documenting interactions, and meeting KPIs. Training and certifications may be required as part of ongoing development.

Qualifications

• 2+ years of federal/state 1040 tax returns for 30+ clients per season.
• Active PTIN and ability to obtain state licenses.
• Willing to work a minimum of 20 hours per week.
• Strong verbal and written communication in English; Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will use video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product/software inquiries.
• Create high quality customer interactions using empathy and tax expertise.
• Utilize government sites and resources to deliver accurate answers in plain language.
• Document customer interactions and work toward KPI metrics and Big Bet Goals.
• Participate in training, cross-training, and development as required.

Skills

Customer service

Communication skills

Technical proficiency

Video/Audio tools

Bilingual English/Spanish

Tools

Tax preparation software

Job description

Intuit, Inc. is seeking a qualified tax professional for a fully virtual role to assist TurboTax customers with tax preparation and expert guidance. You will navigate IRS and state tax processes, explain terms clearly, and deliver accurate returns using commercial tax software.

Responsibilities include providing tax advice, completing full service returns, documenting interactions, and meeting KPIs. Training and certifications may be required as part of ongoing development.