Remote Tax Pro: Expert Returns & Virtual Help

Intuit, Inc.; Saint Petersburg (FL); Remote; USD 29,000 - 39,000; Full time

Job summary

Intuit, Inc. seeks a tax-preparation professional for a fully remote, customer-facing role. You will guide customers through federal/state tax returns using TurboTax, provide clear explanations of tax terms, and ensure accurate, compliant filings.

Responsibilities include advising on tax questions, performing full-service returns, and documenting interactions while meeting KPIs. A strong communicator with tech proficiency and a valid PTIN is required.

Qualifications

• 2+ years of federal and state 1040 tax returns for 30+ clients each season.
• Must possess or obtain State licenses, certificates, permits, or bonds.
• Active Preparer Tax Identification Number (PTIN) required.
• Willingness to work minimum 20 hours per week.
• Proficient with technology; solid computer skills.
• Strong customer service via video/audio tools.
• Excellent verbal and written communication.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have hardwired internet meeting Intuit security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role interacting with customers via video communications software.
• Provide tax advice and full service return preparation with signature.
• Answer product/software inquiries and perform tax calculations.
• Document customer interactions and progress.
• Meet KPI metrics and company goals.
• Participate in pilot testing and training as needed.

Skills

Tax knowledge

Customer service

Verbal communication

Written communication

Bilingual EN/ES

Education

PTIN holder

Tax preparer license

Tools

TurboTax software

Job description

Intuit, Inc. seeks a tax-preparation professional for a fully remote, customer-facing role. You will guide customers through federal/state tax returns using TurboTax, provide clear explanations of tax terms, and ensure accurate, compliant filings.

Responsibilities include advising on tax questions, performing full-service returns, and documenting interactions while meeting KPIs. A strong communicator with tech proficiency and a valid PTIN is required.