Remote Tax Associate: Expert Tax Prep & Guidance

Intuit, Inc.; Villa Park (IL); Remote; USD 29,000 - 37,000; Full time

Job summary

Intuit, Inc. is seeking a virtual tax specialist to assist TurboTax customers with tax preparation, advice, and explanations of tax terms. You will guide clients through returns, support product questions, and ensure accurate, compliant filings using our tools.

The role emphasizes clear communication, empathy, and adherence to procedures while working remotely and meeting performance goals.

Qualifications

• 2+ years of recent federal and state 1040 tax returns for at least 30 clients per season.
• Active PTIN and ability to obtain related state licenses or certificates.
• Proficiency with tax software and technology.
• Willingness to work a minimum of 20 hours per week.
• Strong customer service and communication skills.

Responsibilities

• This is a virtual, customer-facing role using our video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and respond to product inquiries.
• Create high quality customer interactions with empathy and tax expertise.
• Use government sites and resources to deliver accurate answers in everyday language.
• Follow procedures to troubleshoot inquiries and document customer interactions.
• Work toward meeting KPIs and participate in pilot tests and trainings.

Skills

Tax preparation

Customer service

Verbal and written communication

Technology proficiency

Tools

TurboTax software

Smartlook video software

Job description

Intuit, Inc. is seeking a virtual tax specialist to assist TurboTax customers with tax preparation, advice, and explanations of tax terms. You will guide clients through returns, support product questions, and ensure accurate, compliant filings using our tools.

The role emphasizes clear communication, empathy, and adherence to procedures while working remotely and meeting performance goals.