Remote Tax Associate - Expert Returns & Guidance

Intuit, Inc.; Broomfield (CO); Remote; USD 29,000 - 37,000; Part time

Job summary

Intuit, Inc. is seeking a tax professional to assist customers with preparing and filing federal and state tax returns using TurboTax products.

This remote, customer-facing role focuses on delivering expert tax guidance, explanations of tax terms, and high quality service to ensure customer confidence. The position requires at least 2 years of tax prep experience, active PTIN, and the ability to work 20+ hours weekly.

Qualifications

• 2+ years of federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax software.
• Active PTIN (Preparer Tax Identification Number).
• State licenses/certificates/permits/bonds as required or ability to obtain them.
• Willing and able to work a minimum of 20 hours per week.

Responsibilities

• This is a virtual, customer-facing role; interact with customers via video communications software.
• Provide tax advice and full service return preparation and signature.
• Answer product/software inquiries and perform tax calculations.
• Document customer interactions and work toward KPIs and company goals.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Verbal and written communication

Problem solving

Video/phone communication

Tools

TurboTax

Job description

Intuit, Inc. is seeking a tax professional to assist customers with preparing and filing federal and state tax returns using TurboTax products.

This remote, customer-facing role focuses on delivering expert tax guidance, explanations of tax terms, and high quality service to ensure customer confidence. The position requires at least 2 years of tax prep experience, active PTIN, and the ability to work 20+ hours weekly.