Remote Tax Associate: Expert Returns & Support

Intuit, Inc.; Lafayette (LA); Remote; USD 30,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a motivated tax professional to help customers complete their taxes using TurboTax products. This virtual role focuses on delivering expert guidance, tax preparation, and explanations of tax terms to customers while championing the Intuit brand.

You will interact with customers via video and audio tools, handle full service returns, and resolve product questions. A minimum of 2 years of 1040 experience and active PTIN are required; candidates residing in the United States

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain related State licenses/certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and software.
• Strong customer service and communication skills.
• Excellent verbal and written communication.
• Ability to operate in a fast-paced environment with minimal supervision.
• Must have or be willing to obtain a dedicated hardwired internet connection meeting security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers via video communications software.
• Provide tax advice, full service return preparation and signatures, and product inquiries.
• Explain tax and technical terms in everyday language to customers.
• Document customer interactions and troubleshoot inquiries using company policies.
• Meet KPI metrics and participate in pilots and projects as needed.
• Complete required training and professional development as determined by the business.

Skills

Tax preparation

Customer service

Communication skills

Video conferencing

Bilingual English/Spanish

Technology savvy

Education

PTIN holder or ability to obtain

State licenses/certificates

Tools

TurboTax software

Smartlook video software

Job description

Intuit, Inc. is seeking a motivated tax professional to help customers complete their taxes using TurboTax products. This virtual role focuses on delivering expert guidance, tax preparation, and explanations of tax terms to customers while championing the Intuit brand.

You will interact with customers via video and audio tools, handle full service returns, and resolve product questions. A minimum of 2 years of 1040 experience and active PTIN are required; candidates residing in the United States