Remote Tax Associate: Expert Guidance & Returns Prep

Intuit, Inc.; Springfield (MO); À distance; USD 40 000 - 56 000; Temps partiel

Résumé du poste

Intuit, Inc. is seeking a motivated tax professional for a virtual customer-facing role helping TurboTax customers complete federal and state returns. You will provide expert guidance, tax preparation, and explanations of tax terms, using modern video tools to connect with clients.

The role requires 2+ years of tax preparation experience, PTIN, and ability to work at least 20 hours per week. Strong communication, tech proficiency, and US residency are essential; English/Spanish bilinguals are a

Qualifications

• 2+ years of federal and state individual 1040 tax return preparation experience for at least 30 clients per season.
• Must possess or obtain related State licenses, certificates, permits, or bonds.
• Active PTIN required.
• Circular 230 knowledge.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and software.
• Strong customer service and communication skills.
• Ability to work in fast-paced environment with minimal supervision.
• Residency in the United States.
• Bilingual English/Spanish a plus.

Responsabilités

• This is a virtual, customer-facing role using video software to interact with customers.
• Assist TurboTax customers with tax returns, including tax advice, full service return preparation and signatures, product inquiries, and tax calculations.
• Create high quality customer interactions with empathy and expertise in tax preparation.
• Use government sites, resources, and team expertise to find accurate answers in everyday language.
• Apply company procedures to troubleshoot and resolve inquiries.
• Document customer interactions.
• Meet KPI metrics and participate in pilots and validations as needed.
• Complete required training and development, including compliance and up-skilling.

Connaissances

Tax preparation experience

PTIN holder

State licenses

Circular 230 knowledge

20+ hours/week availability

Tech proficient

Strong communication

English/Spanish bilingual

US resident

Independent work

Description du poste

Intuit, Inc. is seeking a motivated tax professional for a virtual customer-facing role helping TurboTax customers complete federal and state returns. You will provide expert guidance, tax preparation, and explanations of tax terms, using modern video tools to connect with clients.

The role requires 2+ years of tax preparation experience, PTIN, and ability to work at least 20 hours per week. Strong communication, tech proficiency, and US residency are essential; English/Spanish bilinguals are a