Remote Tax Associate — Client-Focused Tax Prep Expert

Intuit, Inc.

Cambridge (MA)

Remote

USD 31,000 - 39,000

Part time

4 days ago

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Job summary

Intuit is seeking a virtual Tax Associate with strong tax preparation experience to assist TurboTax customers. You will provide expert guidance, explain tax terminology, and deliver high-quality customer interactions via video.

The role requires at least 2 years of return preparation, PTIN, and the ability to work 20+ hours weekly in the United States. You will support customers from various states, leveraging government resources and TurboTax tools, while striving to meet key performance

Qualifications

2+ years of federal/state individual 1040 tax return prep for at least 30 clients per season.
Active PTIN or ability to obtain one.
Must reside in the United States and be willing to work a minimum of 20 hours per week.
Proficient with technology and able to navigate tax software and online resources.
Knowledge of Circular 230 and government websites for accurate guidance.

Responsibilities

Interact with customers virtually using video/audio tools to provide tax advice and preparation.
Perform full service tax return preparation and signature.
Answer product/software questions and explain tax terms clearly.
Document interactions and work toward KPI metrics and goals.
Participate in training, pilot projects, and ongoing professional development.