Remote Tax Associate - Client-Facing Tax Prep Expert

Intuit, Inc.; Oakland (CA); Remote; USD 31,000 - 39,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a motivated tax professional for a virtual TurboTax role. You will guide customers through tax preparation, provide expert explanations, and help resolve tax-related inquiries using secure video interactions.

The position emphasizes quality customer experiences and strong product knowledge. The role requires multiple tax season experience, PTIN, and the ability to work at least 20 hours per week from a remote location in the United States.

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.
• English/Spanish bilingual skills are a plus; must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will be using our video communications software to interact with customers.
• Help TurboTax customers with tax advice, full service return preparation and signature, and product/software inquiries.
• Document customer interactions and apply defined practices and company policies to troubleshoot inquiries.
• Work toward meeting KPI metrics and participate in pilot tests and projects as needed.
• Complete required training and development; compliance trainings and up-skilling may be required.

Job description

Intuit, Inc. is seeking a motivated tax professional for a virtual TurboTax role. You will guide customers through tax preparation, provide expert explanations, and help resolve tax-related inquiries using secure video interactions.

The position emphasizes quality customer experiences and strong product knowledge. The role requires multiple tax season experience, PTIN, and the ability to work at least 20 hours per week from a remote location in the United States.