Remote Tax Pro & Client Guidance Expert

Intuit, Inc.; Florida; Remote; USD 29,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a tax preparation specialist to assist customers remotely with federal and state returns using TurboTax products. You will guide clients through tax scenarios, provide expert explanations, and ensure accurate, timely filings.

Responsibilities include working via video to deliver high‑quality service, resolving product inquiries, and maintaining detailed records. Training and compliance programs are required and supported.

Qualifications

• 2+ years of recent federal and state individual 1040 tax return prep for 30+ clients per season with compensation.
• Must possess or obtain related state licenses, certificates, permits, or bonds.
• Active PTIN or ability to obtain one.
• Knowledge of Circular 230.

Responsibilities

• This is a virtual, customer-facing role using video tools to interact with customers.
• Provide tax advice, full service return preparation and signature, and product questions.
• Explain tax and technical terms in everyday language and document interactions.
• Meet KPIs and participate in pilot testing and training as required.

Skills

Customer service

Verbal & written communication

Tech savvy

Bilingual English/Spanish

Education

State licenses/certificates/permits

PTIN active or able to obtain

Tools

Tax preparation software

Job description

Intuit, Inc. is seeking a tax preparation specialist to assist customers remotely with federal and state returns using TurboTax products. You will guide clients through tax scenarios, provide expert explanations, and ensure accurate, timely filings.

Responsibilities include working via video to deliver high‑quality service, resolving product inquiries, and maintaining detailed records. Training and compliance programs are required and supported.