Remote Tax Pro & Customer Advisory Specialist

Intuit, Inc.; Kissimmee (FL); Remote; USD 28,000 - 39,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a tax professional to help TurboTax customers complete federal and state returns remotely. You will provide expert tax guidance, perform return preparation, and answer product questions with clear, friendly communication.

Flexibility to work part-time hours and complete regulatory trainings is required. The role emphasizes customer empathy, accuracy, and ability to explain tax terms in everyday language, across diverse customer scenarios.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain related State licenses/certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.

Responsibilities

• Work in a virtual, customer-facing role using video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions with empathy and clear explanations.
• Document customer interactions and support communication via required channels.
• Meet KPI metrics and participate in training and development as required.

Skills

Tax preparation

Customer service

Bilingual English/Spanish

Video/phone support

Education

State licenses/certificates

Active PTIN

Tools

TurboTax software

Smartlook

Job description

Intuit, Inc. is seeking a tax professional to help TurboTax customers complete federal and state returns remotely. You will provide expert tax guidance, perform return preparation, and answer product questions with clear, friendly communication.

Flexibility to work part-time hours and complete regulatory trainings is required. The role emphasizes customer empathy, accuracy, and ability to explain tax terms in everyday language, across diverse customer scenarios.