Remote Tax Pro: TurboTax Expert & Client Champion

Intuit, Inc.; Gainesville (FL); Remote; USD 40,000 - 60,000; Full time

Job summary

Intuit, Inc. is seeking a tax professional for a fully remote role to assist customers with federal and state tax returns using TurboTax products. You will provide expert guidance, perform full service return preparation and signatures, and explain tax terms in everyday language.

The role emphasizes empathy, accuracy, and customer satisfaction, while supporting training and compliance requirements. The position requires 2+ years of tax prep experience, PTIN, state licenses, and strong

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax prep software.
• Must possess or obtain related state licenses, certificates, permits, or bonds.
• Active PTIN required.
• Working knowledge of Circular 230.
• Willing to work minimum 20 hours per week.
• Proficient with technology; solid computer/software skills.
• Strong customer service; able to interact via video/audio tools professionally.
• Excellent verbal and written communication.
• Critical thinking and problem solving.
• Able to work in a fast-paced environment with minimal supervision.
• Willing to obtain a dedicated hardwired internet connection per Intuit security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using Smartlook video communications to interact with customers.
• Provide tax advice, full service return preparation and signatures, and answer product/software questions.
• Create high quality customer interactions with empathy and deep tax knowledge.
• Use government websites and resources to find accurate answers in everyday language.
• Follow procedures to troubleshoot and resolve tax advice inquiries.
• Document customer interactions and meet KPI metrics and Big Bet goals.
• Participate in pilots and experience validations; complete required training.

Skills

Tax preparation

Customer service

Video communications

PTIN

State licenses

Circular 230 knowledge

Bilingual English/Spanish

Hardwired internet

Tech proficiency

Fast-paced environments

Job description

Intuit, Inc. is seeking a tax professional for a fully remote role to assist customers with federal and state tax returns using TurboTax products. You will provide expert guidance, perform full service return preparation and signatures, and explain tax terms in everyday language.

The role emphasizes empathy, accuracy, and customer satisfaction, while supporting training and compliance requirements. The position requires 2+ years of tax prep experience, PTIN, state licenses, and strong