Remote Tax Pro & Customer Advisor (1040)

Intuit, Inc.; Saint Petersburg (FL); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a virtual tax professional with experience in federal and state tax returns to guide customers through TurboTax processes. The role emphasizes excellent communication, empathy, and the ability to explain tax concepts clearly.

The position requires availability to work at least 20 hours per week, with training and compliance requirements, and a willingness to leverage video tools for customer interactions. Preference for bilingual candidates.

Qualifications

• 2+ years of federal and state individual 1040 tax return preparation for 30+ clients per season.
• Active PTIN required.
• State licenses/certificates/permits/bonds may be required.
• Dedicated hardwired internet connection meeting Intuit security criteria.
• Must reside in the United States.
• Bilingual English/Spanish a plus.

Responsibilities

• This is a virtual, customer-facing role using Smartlook to interact with customers.
• Provide tax advice, full service return preparation and signature, and product/software inquiries.
• Document customer interactions and resolve tax-related inquiries following company procedures.
• Achieve KPI metrics and participate in pilots and training as required.
• Engage customers with clear, empathetic explanations of tax terms and processes.

Skills

Tax preparation

Customer service

Communication skills

Video/telecommunication

Attention to detail

Bilingual English/Spanish

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a virtual tax professional with experience in federal and state tax returns to guide customers through TurboTax processes. The role emphasizes excellent communication, empathy, and the ability to explain tax concepts clearly.

The position requires availability to work at least 20 hours per week, with training and compliance requirements, and a willingness to leverage video tools for customer interactions. Preference for bilingual candidates.