Remote Tax Specialist: Expert Virtual Tax Prep & Support

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

Benefits offered by this job

Bonus eligibility

Equity rewards

Job summary

Intuit, Inc. is seeking a motivated tax professional to assist customers with TurboTax products remotely. You will guide clients through tax preparation, provide explanations of tax terms, and ensure confident, friendly service using video and audio tools.

The role requires tax return experience, PTIN, and strong communication skills. You will interact with customers, document conversations, and strive to meet performance KPIs while completing required trainings.

Qualifications

• 2+ years of experience preparing federal and state individual 1040 returns for at least 30 clients per season.
• Must possess or obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.

Responsibilities

• Virtual, customer-facing role using Smartlook to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and use resources to answer questions.
• Meet KPI metrics and participate in trainings and projects.
• Work with a dedicated internet connection that meets security criteria.

Skills

Tax preparation

Customer service

Video support

Bilingual (English/Spanish)

Software proficiency

Education

PTIN (active)

State licenses/certificates

Tools

TurboTax

Smartlook video software

Job description

Intuit, Inc. is seeking a motivated tax professional to assist customers with TurboTax products remotely. You will guide clients through tax preparation, provide explanations of tax terms, and ensure confident, friendly service using video and audio tools.

The role requires tax return experience, PTIN, and strong communication skills. You will interact with customers, document conversations, and strive to meet performance KPIs while completing required trainings.