Remote Tax Associate — Expert Tax Prep

Jobtome; McAllen (TX); Remote; USD 42,000 - 64,000; Full time

Benefits offered by this job

Bonus eligibility

Equity rewards

Benefits package

Job summary

Intuit is seeking a motivated tax professional to assist TurboTax customers with tax preparation, guidance, and explanations of tax terms. This is a virtual, customer-facing role using video interactions to support users.

Responsibilities include tax advice, full-service return preparation, and answering product questions while delivering an excellent customer experience. Must complete training and meet KPI targets; remote US-based role with English/Spanish skills a plus.

Qualifications

• 2+ years of federal/state 1040 preparation for 30+ clients per season.
• Active PTIN and ability to obtain required state licenses.
• Willingness to work a minimum of 20 hours per week.
• Strong written and verbal communication in English; bilingual a plus.
• Knowledge of Circular 230.

Responsibilities

• Provide tax advice and full-service return prep via video interactions.
• Explain tax terms and guide customers using everyday language.
• Document customer interactions and meet KPI metrics.
• Complete required training and compliance programs.

Skills

Customer service

Video support

Strong communication

Bilingual (EN/ES)

Tech savvy

Tools

Smartlook

Job description

Intuit is seeking a motivated tax professional to assist TurboTax customers with tax preparation, guidance, and explanations of tax terms. This is a virtual, customer-facing role using video interactions to support users.

Responsibilities include tax advice, full-service return preparation, and answering product questions while delivering an excellent customer experience. Must complete training and meet KPI targets; remote US-based role with English/Spanish skills a plus.