Remote Tax Associate - Customer-Facing Prep & Support

Jobtome; Moreno Valley (CA); Remote; USD 31,000 - 39,000; Full time

Job summary

Intuit is seeking a motivated Tax Associate to support TurboTax customers in a virtual, customer-facing role. You will provide expert tax guidance, perform returns, and explain tax terms using clear language, aiming to delight customers and protect brand integrity.

Responsibilities include using our video tools to assist customers, handling 1040 federal/state returns for multiple clients, and meeting KPI targets. Requires tax prep experience, PTIN, and ability to work at least 20 hours weekly.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax prep software.
• Active PTIN and ability to obtain any required state licenses or permits.
• Knowledge of Circular 230 and tax regulations.
• Willing to work a minimum of 20 hours per week.
• Strong customer service skills and professional communication in video/audio interactions.

Responsibilities

• This is a virtual, customer-facing role using video communications 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 expertise in tax preparation.
• Document customer interactions and adhere to procedures and policies to resolve inquiries.
• Meet KPI metrics and participate in training and pilot projects.

Skills

Customer service

Verbal communication

Written communication

Tech proficiency

Bilingual English/Spanish

Tools

TurboTax

Smartlook

Job description

Intuit is seeking a motivated Tax Associate to support TurboTax customers in a virtual, customer-facing role. You will provide expert tax guidance, perform returns, and explain tax terms using clear language, aiming to delight customers and protect brand integrity.

Responsibilities include using our video tools to assist customers, handling 1040 federal/state returns for multiple clients, and meeting KPI targets. Requires tax prep experience, PTIN, and ability to work at least 20 hours weekly.