Remote Tax Associate — Expert Prep & Advisory

Intuit; Arlington (VA); Remote; USD 29,000 - 37,000; Full time

Job summary

Intuit, Inc. is seeking a motivated Tax Professional to help TurboTax customers complete their returns with expert guidance and clear explanations of tax terms.

You will provide tax advice, perform full-service return preparation, and assist customers with product questions via a virtual video platform. Strong communication and good empathy are essential to delight customers and uphold our standards.

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 and available to work a minimum of 20 hours per week.
• Bilingual (English/Spanish) communication skills are a plus.
• Must reside in the United States.

Responsibilities

• Interact with customers virtually using our video communications software to provide tax advice and service.
• Assist with full service return preparation and signature, and respond to product questions.
• Explain tax concepts and terms in everyday language.
• Document customer interactions and strive to meet KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and required trainings.

Skills

Tax preparation experience

Customer service

Verbal and written communication

Bilingual English/Spanish

Education

PTIN

State licenses or certificates

Tools

TurboTax software

Video communication software (Smartlook)

Circular 230 knowledge

Job description

Intuit, Inc. is seeking a motivated Tax Professional to help TurboTax customers complete their returns with expert guidance and clear explanations of tax terms.

You will provide tax advice, perform full-service return preparation, and assist customers with product questions via a virtual video platform. Strong communication and good empathy are essential to delight customers and uphold our standards.