Remote Tax Associate - Client-Facing Tax Prep Expert

Intuit, Inc.; Roswell (GA); Remote; USD 26,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a tax professional to assist TurboTax customers with tax preparation, guidance, and explanations of tax terms. You will help customers complete returns, answer product questions, and ensure high-quality service via video interactions.

The role requires 2+ years of annual return preparation experience, PTIN, and the ability to work at least 20 hours per week. Remote, with pay ranges by location, plus bonus/equity eligibility.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients/customers per season for compensation.

Responsibilities

• This is a virtual, customer-facing role; you will be using our video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, product/software inquiries, and tax calculations.
• Create high quality customer interactions with empathy and deep tax knowledge to explain complex terms in everyday language.
• Document customer interactions and work toward meeting KPI metrics and company goals.

Skills

Tax preparation

Customer service

Communication skills

PTIN holder

Video calls

Bilingual English/Spanish

Tools

TurboTax software

Smartlook

Job description

Intuit, Inc. is seeking a tax professional to assist TurboTax customers with tax preparation, guidance, and explanations of tax terms. You will help customers complete returns, answer product questions, and ensure high-quality service via video interactions.

The role requires 2+ years of annual return preparation experience, PTIN, and the ability to work at least 20 hours per week. Remote, with pay ranges by location, plus bonus/equity eligibility.