Remote Tax Associate: Expert Guidance & Prep

Intuit, Inc.; Concord (NC); Remote; USD 30,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely with tax preparation, guidance, and explanations of tax and technical terms.

You will work via video to support customers’ returns, ensuring accuracy and customer satisfaction. You will use TurboTax software and company processes to resolve inquiries, complete returns, and document interactions while meeting training and KPI goals.

Qualifications

• 2+ years of federal/state 1040 returns for 30+ clients per season.
• Active PTIN required; state licenses/certificates may be needed.
• Proficient with technology and video communications tools.
• Bilingual English/Spanish a plus; strong written/verbal communication.

Responsibilities

• Handle tax preparation guidance and return preparation via virtual interactions.
• Explain tax and technical terms in plain language to customers.
• Document customer interactions and meet KPI metrics.
• Participate in training, pilots, and product or process improvements.

Skills

Tax preparation experience

Customer service

Bilingual English/Spanish

Strong communication

Education

PTIN

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely with tax preparation, guidance, and explanations of tax and technical terms.

You will work via video to support customers’ returns, ensuring accuracy and customer satisfaction. You will use TurboTax software and company processes to resolve inquiries, complete returns, and document interactions while meeting training and KPI goals.