Remote Tax Associate - Customer-Facing Tax Prep Expert

Intuit, Inc.; Peoria (IL); Remote; USD 29,000 - 37,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking an experienced tax professional for a virtual, customer-facing role to assist TurboTax customers with tax preparation and explanations of tax terms. You will use video tools to interact with customers, provide expert guidance, and ensure high-quality service while maintaining security and compliance standards.

The ideal candidate has 2+ years of federal/state 1040 experience, holds a valid PTIN, and can work at least 20 hours per week. Bilingual skills are a plus.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season for compensation using commercial tax preparation software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.

Responsibilities

• This is a virtual, customer-facing role using Smartlook to interact with customers.
• Provide tax advice, full service return preparation and signature, and tax/technical term explanations.
• Document customer interactions and troubleshoot inquiries.
• Work toward meeting KPI metrics and participate in pilots and projects as needed.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Communication skills

Video calls

Education

PTIN required

Tools

Smartlook

Job description

Intuit, Inc. is seeking an experienced tax professional for a virtual, customer-facing role to assist TurboTax customers with tax preparation and explanations of tax terms. You will use video tools to interact with customers, provide expert guidance, and ensure high-quality service while maintaining security and compliance standards.

The ideal candidate has 2+ years of federal/state 1040 experience, holds a valid PTIN, and can work at least 20 hours per week. Bilingual skills are a plus.