Remote Tax Associate: 1040 Expert & Customer Advisor

Intuit, Inc.; Lafayette (LA); Remote; USD 30,000 - 39,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit, Inc. is seeking a motivated tax professional for a virtual role handling TurboTax preparations and guidance. You will assist customers with federal and state returns, provide tax calculations, and resolve product inquiries using clear, everyday language.

The position emphasizes excellent communication, strong tech skills, and adherence to compliance standards. Remote work is supported nationwide with opportunities for training and growth.

Qualifications

• 2+ years of experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills – interact with customers through video/audio tools professionally.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have or be willing to obtain a dedicated hardwired internet connection meeting Intuit Security criteria.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will be using our state of the art video communications software (Smartlook) to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their tax returns with: Tax advice, Full Service return preparation and signature, Product/software inquiries, Tax calculations
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and extensive tax preparation knowledge.
• Utilize government websites, professional resources, and team expertise to seek out and deliver the right answer using everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and preparation inquiries.
• Document customer interactions
• Work toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations, as needed.
• Complete all required training and development as determined by the business including compliance trainings and cross-training of other products.

Skills

Tax preparation

Customer service

Communication

Video interaction

Bilingual English/Spanish

Problem solving

Attention to detail

Tech savvy

Education

PTIN holder

State licenses/certifications

High school diploma or equivalent

Tools

Smartlook

TurboTax software

Video conferencing tools

Job description

Intuit, Inc. is seeking a motivated tax professional for a virtual role handling TurboTax preparations and guidance. You will assist customers with federal and state returns, provide tax calculations, and resolve product inquiries using clear, everyday language.

The position emphasizes excellent communication, strong tech skills, and adherence to compliance standards. Remote work is supported nationwide with opportunities for training and growth.