Remote Tax Associate 1040 Expert

Intuit, Inc.; Boulder (CO); Remote; USD 29,000 - 37,000; Part time

Benefits offered by this job

Equity rewards

Bonus potential

Job summary

Intuit, Inc. is seeking a remote tax professional with TurboTax experience to assist customers in completing federal and state returns. You will provide tax guidance, explain tax terms, and ensure high-quality service through video interactions.

This role requires strong communication, accuracy, and the ability to work at least 20 hours weekly from a home setup using secure software. Applicants should have 2+ years of tax preparation experience, an active PTIN, and the ability to operate with

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season.
• Must possess or be able to obtain any 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 knowledge of computer operations and software.
• Strong customer service skills with video/audio tools.
• Excellent verbal and written communication skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have or be willing to obtain a dedicated hardwired internet connection.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers using our video communications software to provide tax guidance.
• Help TurboTax customers with tax returns, including full service preparation and signature.
• Answer product/software inquiries and perform tax calculations.
• Create high quality customer interactions and experiences using deep customer empathy and tax expertise.
• Document customer interactions and adhere to defined procedures and company policies.
• Meet KPI metrics and participate in pilots and training as required.
• Complete all required training and development as determined by the business.

Skills

Tax preparation

Customer service

Video support

English/Spanish (plus)

Tools

TurboTax

Job description

Intuit, Inc. is seeking a remote tax professional with TurboTax experience to assist customers in completing federal and state returns. You will provide tax guidance, explain tax terms, and ensure high-quality service through video interactions.

This role requires strong communication, accuracy, and the ability to work at least 20 hours weekly from a home setup using secure software. Applicants should have 2+ years of tax preparation experience, an active PTIN, and the ability to operate with