Remote Tax Associate — Expert Returns & Client Guidance

Intuit, Inc.; New York (NY); A distancia; USD 30.000 - 39.000; Jornada completa

Descripción de la vacante

Intuit, Inc. is seeking a customer-focused tax professional to help TurboTax customers complete their federal and state returns remotely.

You will guide clients through tax terms, perform calculations, and provide clear explanations while maintaining a high standard of service. This virtual role requires strong communication, proficiency with tax software, and the ability to work at least 20 hours per week from an approved US location.

Formación

• 2+ years of recent federal and state 1040 tax return prep for 30+ clients per season.
• Active PTIN and ability to obtain state licenses.
• Knowledge of Circular 230.
• Willing to work at least 20 hours per week.
• Proficient with technology and computer software.
• Strong communication and customer service skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Must reside in the United States.
• Bilingual English/Spanish a plus.

Responsabilidades

• Interact with customers via video and audio tools to provide tax guidance.
• Provide tax advice and full service return preparation and e-signature.
• Answer product questions and perform tax calculations.
• Document each customer interaction and track progress toward KPIs.
• Participate in pilot tests and training as required.
• Complete mandatory compliance and up-skilling trainings.

Conocimientos

Tax preparation

Customer service

Video/online communication

Bilingual English/Spanish

Verbal and written communication

Problem solving

Tech-savvy

Attention to detail

Descripción del empleo

Intuit, Inc. is seeking a customer-focused tax professional to help TurboTax customers complete their federal and state returns remotely.

You will guide clients through tax terms, perform calculations, and provide clear explanations while maintaining a high standard of service. This virtual role requires strong communication, proficiency with tax software, and the ability to work at least 20 hours per week from an approved US location.