Remote Tax Associate: Expert Guidance & Support

Intuit, Inc.; Santa Barbara (CA); Remote; USD 31,000 - 39,000; Full time

Job summary

Intuit, Inc. seeks a motivated tax professional to assist customers with TurboTax as they prepare their federal and state returns. The role is remote, with responsibilities including tax advice, full-service return preparation, and guidance on tax terms.

Strong communication and empathy are essential, along with adherence to company policies. Applicants should have 2+ years of recent tax experience, an active PTIN, and knowledge of Circular 230.

Qualifications

• At least 2 years of recent experience preparing federal and state individual 1040 returns for 30+ clients per season.
• Must hold or be able to obtain relevant state licenses, permits, or bonds.
• Must have an active PTIN.

Responsibilities

• This is a virtual, customer-facing role using Smartlook to interact with customers.
• Provide tax advice, full-service return preparation and signature, and product inquiries.
• Explain tax and technical terms in everyday language and document customer interactions.
• Meet KPI metrics and participate in pilots and training as required.

Skills

Tax preparation

Customer service

Verbal communication

Written communication

Problem solving

Bilingual (English/Spanish)

Tools

Tax software

Video conferencing tools

Job description

Intuit, Inc. seeks a motivated tax professional to assist customers with TurboTax as they prepare their federal and state returns. The role is remote, with responsibilities including tax advice, full-service return preparation, and guidance on tax terms.

Strong communication and empathy are essential, along with adherence to company policies. Applicants should have 2+ years of recent tax experience, an active PTIN, and knowledge of Circular 230.