Remote Tax Associate: Expert Prep & Customer Guidance

Intuit, Inc.; Hackensack (NJ); Remote; USD 31,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a tax preparer to assist TurboTax customers remotely, guiding them through federal and state returns with clear explanations. You will use our video tools to deliver accurate tax advice, perform full-service preparation, and document interactions while meeting performance metrics.

Candidates should have 2+ years of experience, PTIN, and the ability to work at least 20 hours per week. Bilingual English/Spanish and a dedicated internet connection are a plus.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 individual returns for 30+ clients per season using tax software.
• Must possess or be able to obtain state licenses, permits, or bonds.
• Active PTIN required or obtainable to perform returns.

Responsibilities

• Interact with customers virtually via video/audio tools to provide tax advice and complete returns.
• Perform full-service tax return preparation and signature.
• Answer product/software inquiries and explain tax concepts in everyday language.
• Document customer interactions and work toward KPI targets and program goals.
• Complete required training and compliance modules as scheduled.

Skills

Customer service

Video communication tools

Verbal communication

Written communication

Critical thinking

Problem solving

Fast-paced environment

Time management

Bilingual English/Spanish

Education

PTIN holder or eligible

State licenses/permits

Tools

TurboTax

Job description

Intuit, Inc. is seeking a tax preparer to assist TurboTax customers remotely, guiding them through federal and state returns with clear explanations. You will use our video tools to deliver accurate tax advice, perform full-service preparation, and document interactions while meeting performance metrics.

Candidates should have 2+ years of experience, PTIN, and the ability to work at least 20 hours per week. Bilingual English/Spanish and a dedicated internet connection are a plus.