Remote Tax Associate: Expert Tax Prep & Client Support

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

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. seeks a tech-savvy tax professional to guide customers through TurboTax online filings. The role emphasizes clear explanations of tax terms, accurate preparation, and empathetic service in a fully virtual setting.

You will handle federal and state returns, respond to product questions, and document interactions while aiming to meet KPI targets and participate in ongoing training and improvements.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Must reside in the United States.

Responsibilities

• Provide expert guidance, tax preparation, and explanations of tax terms to customers via virtual, video-based interactions.
• Assist TurboTax customers with tax returns, including full service return preparation and signature, tax calculations, and product inquiries.
• Document customer interactions and maintain high quality interactions with empathy.
• Meet KPI metrics and participate in training and pilot projects as required.

Skills

Tax preparation

Customer service

Communication skills

Bilingual (English/Spanish)

Tech proficient

Video/online interactions

Tools

TurboTax software

Smartlook video software

General tax software

Job description

Intuit, Inc. seeks a tech-savvy tax professional to guide customers through TurboTax online filings. The role emphasizes clear explanations of tax terms, accurate preparation, and empathetic service in a fully virtual setting.

You will handle federal and state returns, respond to product questions, and document interactions while aiming to meet KPI targets and participate in ongoing training and improvements.