Remote Tax Professional — Expert Returns & Support

Intuit, Inc.; Panama City (FL); Remote; USD 30,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits program

Job summary

Intuit, Inc. is seeking a tax professional for a virtual role to help TurboTax customers with federal and state tax returns. You will provide expert guidance, tax preparation, and explanations of tax terms, delivering excellent customer experiences.

The position requires 2+ years of recent tax prep experience, an active PTIN, and ability to work at least 20 hours per week. Strong communication in English (Spanish a plus) and a hardwired connection are preferred.

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 any related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers using video communications software.
• Provide tax advice, full service return preparation and signature, product/software inquiries, and tax calculations.
• Create high quality customer interactions using deep customer empathy and extensive tax preparation knowledge.
• Document customer interactions and work to meet KPI metrics and Big Bet Goals.
• Participate in training, compliance, and professional development as required by the business.

Skills

Tax preparation

Customer service

Video support

Bilingual English/Spanish

Tech-savvy

Job description

Intuit, Inc. is seeking a tax professional for a virtual role to help TurboTax customers with federal and state tax returns. You will provide expert guidance, tax preparation, and explanations of tax terms, delivering excellent customer experiences.

The position requires 2+ years of recent tax prep experience, an active PTIN, and ability to work at least 20 hours per week. Strong communication in English (Spanish a plus) and a hardwired connection are preferred.