Remote Tax Associate — Expert Tax Prep & Customer Support

Intuit, Inc.; Englewood (CO); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a virtual Tax Professional to guide customers through TurboTax tax preparation and provide expert tax explanations. You will deliver high-quality, empathetic customer experiences and support users with tax calculations, software inquiries, and complex return questions.

You will leverage TurboTax tools and other resources, ensuring compliance with Circular 230 and Intuit security standards. A remote, full-support role requires US residency and 20+ hours weekly availability.

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 related State licenses, certificates, permits, or bonds.
• Active PTIN required.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills with video and audio tools.
• Excellent verbal and written communication skills.
• Ability to work fast-paced with minimal supervision.
• Must have (or be willing to obtain) a dedicated hardwired internet connection meeting Intuit security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice and full-service return preparation and signature.
• Handle product/software inquiries and tax calculations.
• Document customer interactions and meet KPI metrics.
• Leverage government resources and team expertise to deliver accurate answers in everyday language.
• Resolve customer tax advice and preparation inquiries per defined procedures.
• Participate in pilots, projects, and validations as needed.
• Complete required training and professional development.

Skills

Tax preparation experience

Customer service

Bilingual English/Spanish (plus)

Education

Active PTIN

State licenses/certificates

Tools

TurboTax software

Smartlook video software

General PC/Internet proficiency

Job description

Intuit, Inc. is seeking a virtual Tax Professional to guide customers through TurboTax tax preparation and provide expert tax explanations. You will deliver high-quality, empathetic customer experiences and support users with tax calculations, software inquiries, and complex return questions.

You will leverage TurboTax tools and other resources, ensuring compliance with Circular 230 and Intuit security standards. A remote, full-support role requires US residency and 20+ hours weekly availability.