Remote Tax Pro & Client Advisor

Intuit, Inc.; Panama City (FL); Remote; USD 45,000 - 70,000; Full time

Job summary

Intuit, Inc. is seeking a tax-preparation professional for a fully remote, customer-facing role. You will guide customers through tax returns using TurboTax products, delivering expert advice, explanations of tax terms, and accurate return preparation with signature support.

The role emphasizes empathy, clear communication, and compliance with tax rules while meeting performance KPIs and participating in training initiatives. Remote work with flexible hours is supported.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Willing and able to work a minimum of 20 hours per week.
• Proficient with technology and computer software.
• Strong customer service and communication skills.
• Bilingual English/Spanish a plus.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers via Smartlook video.
• Provide tax advice, full service return preparation and signatures, and product/software inquiries.
• Calculate taxes and explain tax terms in everyday language.
• Document customer interactions and support KPIs and goals.
• Participate in training, pilot tests, and cross-training as needed.

Skills

Tax return prep

Customer service

Video/telephony tools

Problem solving

Education

PTIN

State licenses

Tools

Smartlook

Job description

Intuit, Inc. is seeking a tax-preparation professional for a fully remote, customer-facing role. You will guide customers through tax returns using TurboTax products, delivering expert advice, explanations of tax terms, and accurate return preparation with signature support.

The role emphasizes empathy, clear communication, and compliance with tax rules while meeting performance KPIs and participating in training initiatives. Remote work with flexible hours is supported.