Remote Tax Pro & Client Advisory Expert

Intuit, Inc.; Orlando (FL); Remote; USD 25,000 - 39,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. seeks a motivated tax professional to assist TurboTax customers with federal and state tax returns. This remote, virtual role emphasizes customer empathy, clear explanations of tax terms, and accurate tax preparation across multiple states.

Candidates should have 2+ years of return-prep experience, active PTIN, and strong tech skills. Availability of 20+ hours weekly is required, with bilingual English/Spanish a plus. Residency in the United States is mandatory.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns for 30+ clients per season using commercial tax software.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Active PTIN required.
• Working knowledge of Circular 230.
• Willing to work minimum 20 hours per week.
• Proficient with technology; strong computer skills.
• Strong customer service in video/audio tools; professional, friendly demeanor.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research skills.
• Able to work in a fast-paced environment with minimal supervision.
• Must have or obtain a dedicated hardwired internet connection meeting Intuit security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; use video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and ensure quality customer experiences.
• Meet KPI metrics and participate in pilots and training as required.

Skills

Tax preparation

Customer service

Communication

Problem solving

Attention to detail

Bilingual (English/Spanish)

Technology proficiency

Education

State licenses / certificates / permits

Tools

Tax preparation software

Job description

Intuit, Inc. seeks a motivated tax professional to assist TurboTax customers with federal and state tax returns. This remote, virtual role emphasizes customer empathy, clear explanations of tax terms, and accurate tax preparation across multiple states.

Candidates should have 2+ years of return-prep experience, active PTIN, and strong tech skills. Availability of 20+ hours weekly is required, with bilingual English/Spanish a plus. Residency in the United States is mandatory.