Remote Tax Associate — Customer Tax Prep Expert

Intuit, Inc.; Bakersfield (CA); Remote; USD 30,000 - 39,000; Full time

Benefits offered by this job

Bonuses

Job summary

Intuit is seeking a virtual Tax Associate to guide customers through TurboTax returns, provide tax advice, and perform full-service preparation with signature. The role emphasizes excellent communication, adherence to tax knowledge, and strong customer service in a fast-paced, remote setting.

Candidates should have 2+ years of 1040 experience, PTIN, and the ability to work at least 20 hours weekly, preferably with bilingual English/Spanish skills. Must reside in the United States.

Qualifications

• 2+ years preparing federal/state 1040 returns for 30+ clients per season using tax software.
• Must have or obtain related state licenses/certificates/permits or bonds.
• Active PTIN required.
• Knowledge of Circular 230.
• Willing to work a minimum of 20 hours/week.
• Proficient with technology and computer software.
• Strong customer service via video/audio tools in a professional manner.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research, and determination.
• Able to work in a fast-paced environment with minimal supervision.
• Dedicated hardwired internet connection meeting security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will be using our video software to interact with customers.
• Help TurboTax customers with tax advice, full service return prep and signature, product inquiries, and tax calculations.
• Create high quality customer interactions using empathy and tax expertise.
• Use government resources and team expertise to deliver correct answers in everyday language.
• Apply practices and company policies to troubleshoot tax questions.
• Document customer interactions.
• Meet company KPI metrics and Big Bet Goals.
• Participate in pilot testing and experience validations.
• Complete required training and development as determined by the business.

Skills

Customer service

Verbal and written communication

Bilingual (English/Spanish) preferred

Education

Active PTIN

State licenses/certificates/permits

Tools

Tax preparation software

Job description

Intuit is seeking a virtual Tax Associate to guide customers through TurboTax returns, provide tax advice, and perform full-service preparation with signature. The role emphasizes excellent communication, adherence to tax knowledge, and strong customer service in a fast-paced, remote setting.

Candidates should have 2+ years of 1040 experience, PTIN, and the ability to work at least 20 hours weekly, preferably with bilingual English/Spanish skills. Must reside in the United States.