Remote Tax Associate: Expert Returns & Customer Support

Intuit, Inc.; Littleton (CO); Remote; USD 29,000 - 37,000; Full time

Benefits offered by this job

Bonus opportunities

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a tax-preparation professional for a virtual customer-facing role. You will guide customers through their TurboTax returns, provide tax explanations, and perform full service preparation with signatures.

The position emphasizes clear communication, empathy, and documentation of interactions. The role requires at least 2 years of recent federal/state 1040 experience, an active PTIN, and the ability to work 20 hours per week from the United States.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season.
• Must possess or obtain state licenses, certificates, permits, or bonds when required.
• Must have an active PTIN.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and software; able to use online resources for answers.
• Bilingual English/Spanish is a plus; must reside in the United States.

Responsibilities

• Work virtually in a customer-facing role using video tools to assist TurboTax customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Create high quality interactions with clear explanations in everyday language.
• Document customer interactions and meet KPI metrics and goals.
• Participate in pilot projects and complete required training and development.

Skills

Tax preparation

Customer service

Verbal communication

Written communication

Problem solving

Tools

TurboTax software

Video conferencing tools

Job description

Intuit, Inc. is seeking a tax-preparation professional for a virtual customer-facing role. You will guide customers through their TurboTax returns, provide tax explanations, and perform full service preparation with signatures.

The position emphasizes clear communication, empathy, and documentation of interactions. The role requires at least 2 years of recent federal/state 1040 experience, an active PTIN, and the ability to work 20 hours per week from the United States.