Remote Tax Associate & Expert Advisor

Intuit, Inc.; Nederland (CO); Remote; USD 29,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely. You will guide them through their federal and state returns, explain tax terms, and deliver expert support using our video tools.

You will collaborate with customers, adhere to compliance standards, document interactions, and participate in ongoing training. Residence in the United States and the ability to work at least 20 hours weekly are required.

Qualifications

• 2+ years of federal/state 1040 tax return preparation for at least 30 clients per season.
• Active PTIN and ability to obtain state licenses.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and basic computer software.
• Strong verbal and written communication with customers.
• Must reside in the United States.
• Bilingual English/Spanish a plus.

Responsibilities

• This is a virtual, customer-facing role; interact with customers via video using our Smartlook software.
• Provide tax advice, full service return preparation and signature, and software inquires.
• Document customer interactions and work toward KPIs and training requirements.
• Participate in pilot testing and cross-training as needed.

Skills

Tax preparation

Customer service

Communication

Video support

Bilingual EN/ES

TurboTax software

Smartlook

Tools

TurboTax software

Smartlook

Job description

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely. You will guide them through their federal and state returns, explain tax terms, and deliver expert support using our video tools.

You will collaborate with customers, adhere to compliance standards, document interactions, and participate in ongoing training. Residence in the United States and the ability to work at least 20 hours weekly are required.