Remote Tax Associate - Expert Tax Prep & Support

Intuit, Inc.; Los Angeles (CA); Remote; USD 30,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a remote tax professional to assist TurboTax customers with federal and state returns, tax guidance, and product inquiries. You will use video tools to interact with clients, prepare returns, and document interactions while meeting performance metrics.

The role requires 2+ years of experience with 1040 returns, active PTIN, and strong communication skills. A dedicated home internet connection and willingness to train are essential.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax preparation software.
• Must possess or be able to obtain related state licenses, certificates, permits, or bonds.
• Active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Willing and able to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills with professional, friendly, confident communication via video and audio tools.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have (or be willing to obtain) a dedicated hardwired internet connection meeting Intuit security criteria.
• Bilingual English/Spanish communication is a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; use video communications software to interact with customers.
• Provide tax advice, full-service return preparation and signature, and product inquiries.
• Document customer interactions and work toward meeting KPI metrics and business goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required training and development as determined by the business.

Skills

Customer service

Verbal communication

Written communication

Critical thinking

Problem solving

Fast-paced work

Technology proficiency

Bilingual (English/Spanish)

Tools

Commercial tax software

Job description

Intuit, Inc. is seeking a remote tax professional to assist TurboTax customers with federal and state returns, tax guidance, and product inquiries. You will use video tools to interact with clients, prepare returns, and document interactions while meeting performance metrics.

The role requires 2+ years of experience with 1040 returns, active PTIN, and strong communication skills. A dedicated home internet connection and willingness to train are essential.