Remote Tax Associate - Expert Tax Prep & Support

Intuit, Inc.; Pine Brook (NJ); Remote; USD 31,000 - 39,000; Part time

Job summary

Intuit, Inc. in the United States is seeking a virtual tax professional to support TurboTax customers. You will provide expert tax guidance, prepare returns, and explain tax concepts using everyday language.

The role emphasizes customer empathy, compliance, and strong communication in a fast-paced environment. Qualified candidates will have 2+ years of federal/state 1040 tax return experience, a PTIN, state licenses, and be able to work at least 20 hours per week.

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.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers using video communications software (Smartlook).
• Help TurboTax customers with tax returns, including tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions with empathy and deep knowledge in tax preparation.
• Use government websites and professional resources to find the right answer in everyday language.
• Apply company policies to troubleshoot and resolve tax advice and preparation inquiries.
• Document customer interactions.
• Work toward meeting KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects and experience validations.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Communication

Problem solving

Research

Video calls

Bilingual English/Spanish

Tools

Commercial tax software

Job description

Intuit, Inc. in the United States is seeking a virtual tax professional to support TurboTax customers. You will provide expert tax guidance, prepare returns, and explain tax concepts using everyday language.

The role emphasizes customer empathy, compliance, and strong communication in a fast-paced environment. Qualified candidates will have 2+ years of federal/state 1040 tax return experience, a PTIN, state licenses, and be able to work at least 20 hours per week.