Remote Tax Associate - Expert Guidance & Prep

Intuit, Inc.; Waterloo (IL); Remote; USD 29,000 - 37,000; Part time

Job summary

Intuit, Inc. is seeking a virtual tax preparer to assist TurboTax customers with federal and state filings. You will provide tax advice, complete returns, and answer product questions while delivering high-quality customer service.

Strong communication and technical skills are required, with a willingness to train and adhere to security standards. This role supports United States clients, with a focus on delivering accurate guidance via video interactions and written explanations.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season 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.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and computer operations.

Responsibilities

• This is a virtual, customer-facing role using Smartlook video communications to interact with customers.
• Provide tax advice, full service return preparation and signature, and product/software inquiries.
• Document customer interactions and strive to meet KPI metrics and Big Bet Goals.
• Apply company policies to troubleshoot and resolve tax advice and preparation inquiries.
• Participate in pilot testing and training as required.

Skills

Tax return preparation

PTIN possession

Circular 230 knowledge

Bilingual English/Spanish (a plus)

Software proficiency

Video/teleconferencing tools

Tools

TurboTax software

Smartlook video tools

Job description

Intuit, Inc. is seeking a virtual tax preparer to assist TurboTax customers with federal and state filings. You will provide tax advice, complete returns, and answer product questions while delivering high-quality customer service.

Strong communication and technical skills are required, with a willingness to train and adhere to security standards. This role supports United States clients, with a focus on delivering accurate guidance via video interactions and written explanations.