Remote Tax Associate: Expert Returns & Customer Guidance

Intuit, Inc.; Somerville (NJ); Remote; USD 30,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional for a virtual customer-facing role focused on TurboTax support. You will guide customers through tax preparation, explain tax terms, and help with both advice and full service returns.

Ideal candidates have at least 2 years of federal/state 1040 experience, an active PTIN, and strong communication skills. A dedicated home internet connection is required to ensure secure, high-quality video interactions.

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.
• Experience with Circular 230 is a plus.
• Willingness to work a minimum of 20 hours per week.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers using our video software.
• Provide tax advice, full service return preparation and signature, and tax calculations.
• Document customer interactions and adhere to company policies; meet KPI metrics.
• Utilize government resources and team expertise to deliver accurate answers in plain language.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Bilingual English/Spanish

PTIN holder

Problem solving

TurboTax software

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional for a virtual customer-facing role focused on TurboTax support. You will guide customers through tax preparation, explain tax terms, and help with both advice and full service returns.

Ideal candidates have at least 2 years of federal/state 1040 experience, an active PTIN, and strong communication skills. A dedicated home internet connection is required to ensure secure, high-quality video interactions.