Remote Tax Associate — Expert Prep & Customer Guidance

Jobtome; Milwaukee (WI); Remote; USD 30,000 - 39,000; Full time

Job summary

Intuit is seeking a motivated tax professional to guide customers through tax preparation using TurboTax tools in a virtual setting. You will deliver expert tax advice, perform full service return preparation, and explain tax terms in everyday language.

The role emphasizes empathy, rapid response, and adherence to policies, with training provided and KPI targets. Remote work with flexible hours and the opportunity to help customers feel confident in filing.

Qualifications

• 2+ years of recent tax preparation experience.
• Active PTIN and state licenses/certificates.
• Willing to work at least 20 hours per week.
• Strong verbal and written communication.
• Proficient with technology and online tools.

Responsibilities

• Interact with customers via Smartlook video software in a virtual setting.
• Provide tax advice and full-service return preparation and signature.
• Explain tax terms and calculations in clear language.
• Document customer interactions and adhere to procedures.
• Meet KPI targets and participate in pilots and testing.

Skills

Customer service

Communication skills

Bilingual (English/Spanish)

Problem solving

Fast-paced environment

Tools

TurboTax

Smartlook

Job description

Intuit is seeking a motivated tax professional to guide customers through tax preparation using TurboTax tools in a virtual setting. You will deliver expert tax advice, perform full service return preparation, and explain tax terms in everyday language.

The role emphasizes empathy, rapid response, and adherence to policies, with training provided and KPI targets. Remote work with flexible hours and the opportunity to help customers feel confident in filing.