Remote Tax Associate — Expert Prep & Guidance

Intuit, Inc.; Town of Ossining (NY); Remote; USD 30,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a virtual tax professional to assist TurboTax customers with tax preparation, advice, and explanations of tax terminology. The role emphasizes empathetic, customer-focused service delivered through video communication software.

You will handle return preparation, product inquiries, and explain tax concepts while adhering to company policies. Requirements include 2+ years of federal/state 1040 experience, PTIN, ability to work at least 20 hours/week, and a dedicated

Qualifications

• 2+ years of federal/state individual 1040 tax return preparation experience.
• Active PTIN and ability to obtain state licenses or permits.
• Familiarity with Circular 230 and government websites.

Responsibilities

• Interact with customers via video and audio tools to provide tax advice and full service return preparation.
• Document customer interactions and resolve tax inquiries following procedures.
• Meet KPI metrics and participate in training and pilot projects.

Skills

Tax preparation

Customer service

Communication

PTIN knowledge

Regulatory knowledge

Fast-paced work

High speed internet

Bilingual (English/Spanish)

US residency

Job description

Intuit, Inc. is seeking a virtual tax professional to assist TurboTax customers with tax preparation, advice, and explanations of tax terminology. The role emphasizes empathetic, customer-focused service delivered through video communication software.

You will handle return preparation, product inquiries, and explain tax concepts while adhering to company policies. Requirements include 2+ years of federal/state 1040 experience, PTIN, ability to work at least 20 hours/week, and a dedicated