Remote Tax Associate – 1040 Expert & Customer Coach

Intuit, Inc.; Sunnyvale (CA); Remote; USD 30,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. seeks an experienced tax professional to assist customers with their tax returns using TurboTax products in a fully remote, virtual setting. You will explain tax concepts clearly, advise on return preparation, and handle product inquiries while maintaining high customer satisfaction.

Working knowledge of tax regulations, strong communication skills, and the ability to meet performance KPIs are required. A minimum of 20 hours per week and a valid PTIN are expected.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using tax software.
• Active PTIN (or ability to obtain).
• Working knowledge of Circular 230 and related regulatory requirements.
• Willingness to work a minimum of 20 hours per week.

Responsibilities

• This is a virtual, customer-facing role using our video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and resolve inquiries per defined procedures.
• Strive to meet KPI metrics and participate in pilot projects and training as required.
• Maintain strong customer empathy and clear explanations of tax terms to customers.

Skills

Tax preparation

Customer service

Verbal/written communication

Problem solving

Technology proficiency

Bilingual English/Spanish

Tools

Smartlook

Job description

Intuit, Inc. seeks an experienced tax professional to assist customers with their tax returns using TurboTax products in a fully remote, virtual setting. You will explain tax concepts clearly, advise on return preparation, and handle product inquiries while maintaining high customer satisfaction.

Working knowledge of tax regulations, strong communication skills, and the ability to meet performance KPIs are required. A minimum of 20 hours per week and a valid PTIN are expected.