Remote Tax Associate — Expert Tax Prep & Support

Intuit, Inc.; Jacksonville (FL); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. in the United States is seeking a motivated Tax Professional to assist TurboTax customers with tax preparation and expert guidance via video interactions.

This is a virtual, customer-facing role using our Smartlook-based communications platform to support taxpayers through the filing process. You will provide tax advice, perform full-service returns, answer product questions, and help customers understand tax terms while meeting performance metrics and participating in training and

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season.
• Active PTIN and ability to obtain related state licenses.
• Willing to work a minimum of 20 hours per week.
• Knowledge of Circular 230.
• Dedicated hardwired internet connection meeting Intuit security criteria.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsibilities

• Provide tax advice to TurboTax customers.
• Perform full service return preparation and e-signature.
• Answer product and software inquiries.
• Calculate taxes for federal and state returns.
• Document customer interactions.
• Meet KPI metrics and participate in pilots/testing.

Skills

Tax preparation

Customer service

Verbal communication

Written communication

Critical thinking

Problem solving

PTIN

Bilingual English/Spanish

Tech proficiency

Job description

Intuit, Inc. in the United States is seeking a motivated Tax Professional to assist TurboTax customers with tax preparation and expert guidance via video interactions.

This is a virtual, customer-facing role using our Smartlook-based communications platform to support taxpayers through the filing process. You will provide tax advice, perform full-service returns, answer product questions, and help customers understand tax terms while meeting performance metrics and participating in training and