Remote Tax Associate: Expert Tax Prep & Guidance

Intuit, Inc.; Bridgewater Township (NJ); Remote; USD 31,000 - 39,000; Full time

Job summary

Intuit, Inc. seeks a motivated tax-preparation professional for a virtual, customer-facing role assisting TurboTax users in the United States. You will guide customers through tax terms, provide explanations, and help with return preparation via video communication.

Experience with tax filings, PTIN, and the ability to work at least 20 hours per week are required. Bilingual English/Spanish is a plus, with strong communication and problem-solving skills emphasized.

Qualifications

• 2+ years of federal/state 1040 tax return preparation for 30+ clients per season.
• Active PTIN and ability to obtain state licenses.
• Willing to work minimum 20 hours per week.
• Strong communication and customer service skills for video interactions.
• Bilingual English/Spanish is a plus.

Responsibilities

• Interact with customers virtually using video software.
• Provide tax advice and full service return preparation with signature.
• Document customer interactions and resolve inquiries per policy.
• Meet KPIs and participate in training as required.

Skills

Tax preparation

Customer service

Communication

Bilingual English/Spanish

Tech proficiency

Video interactions

Tools

Smartlook

Job description

Intuit, Inc. seeks a motivated tax-preparation professional for a virtual, customer-facing role assisting TurboTax users in the United States. You will guide customers through tax terms, provide explanations, and help with return preparation via video communication.

Experience with tax filings, PTIN, and the ability to work at least 20 hours per week are required. Bilingual English/Spanish is a plus, with strong communication and problem-solving skills emphasized.