Remote Tax Associate — Expert Returns & Guidance

Intuit, Inc.; Carlsbad (CA); Remote; USD 31,000 - 39,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a tax professional to help TurboTax customers complete federal and state 1040 returns, provide tax guidance, and explain tax terms through virtual interactions, supporting 30+ clients per season.

You will use our video tools, document interactions, and work toward KPI goals while completing training and security requirements. English/Spanish bilingual skills are a plus, and you must reside in the United States.

Qualifications

• 2+ years of federal and state 1040 preparation for at least 30 clients per season.
• Active PTIN and ability to obtain state licenses.
• Familiar with Circular 230 and tax regulations.

Responsibilities

• Provide tax advice and full service return prep via virtual interactions.
• Document customer interactions and resolve inquiries.
• Meet KPI metrics and participate in ongoing training.
• Assist customers with product questions and explain tax terms.

Skills

Tax preparation

Customer service

Communication

Problem solving

Bilingual English/Spanish

Fast paced

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a tax professional to help TurboTax customers complete federal and state 1040 returns, provide tax guidance, and explain tax terms through virtual interactions, supporting 30+ clients per season.

You will use our video tools, document interactions, and work toward KPI goals while completing training and security requirements. English/Spanish bilingual skills are a plus, and you must reside in the United States.