Remote Tax Pro: Expert Returns & Client Guidance

Intuit, Inc.; Tarpon Springs (FL); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a virtual tax professional to assist TurboTax customers with tax preparation, guidance, and explanations of tax terms. The role emphasizes delivering accurate solutions with empathy via video interactions and phone/email support.

The ideal candidate has 2+ years of federal and state 1040 experience, active PTIN, state licenses, and strong communication skills. Remote work from the United States is supported, with a base pay structure tied to regional rates.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Active PTIN required.
• Working knowledge of Circular 230.
• Must be available to work a minimum of 20 hours per week.
• Proficient with technology and computer software.
• Excellent verbal and written communication skills.
• Ability to work in a fast-paced, supervised-free environment.
• Willing to maintain a dedicated hardwired internet connection.
• Bilingual English/Spanish is a plus.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Explain tax terms and calculations in everyday language.
• Create high quality customer experiences with empathy and expertise.
• Utilize government resources and team expertise to deliver accurate answers.
• Follow procedures to troubleshoot tax advice and preparation questions.
• Document customer interactions and track progress toward KPIs.
• Participate in pilot projects and training as required.

Skills

Tax preparation experience

Customer service

Video/communication tools

Bilingual English/Spanish

Strong communication skills

Problem solving

Independent work

Dedicated internet connection

PTIN holder

State licenses/certificates

Tools

TurboTax software

Smartlook

Job description

Intuit, Inc. is seeking a virtual tax professional to assist TurboTax customers with tax preparation, guidance, and explanations of tax terms. The role emphasizes delivering accurate solutions with empathy via video interactions and phone/email support.

The ideal candidate has 2+ years of federal and state 1040 experience, active PTIN, state licenses, and strong communication skills. Remote work from the United States is supported, with a base pay structure tied to regional rates.