Remote Tax Associate | Expert Virtual Tax Prep & Support

Intuit, Inc.; Roswell (NM); Remote; USD 28,000 - 36,000; Full time

Job summary

Intuit, Inc. is seeking a tax preparation professional to assist TurboTax customers remotely. You will provide expert tax guidance, perform full service return preparation, and resolve product inquiries via high-quality video interactions.

Strong communication, problem-solving, and reliability are essential. Responsibilities include documenting interactions, meeting KPI metrics, and participating in training and development.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season using commercial tax software.
• Must possess or obtain State licenses/certificates/permits/bonds.
• Active PTIN required.
• Working knowledge of Circular 230.
• Willing to work minimum 20 hours per week.
• Proficient with technology and computer software.
• Strong customer service skills for video/audio interactions.
• Excellent verbal and written communication.
• Fast-paced environment and self-directed workstyle.
• Must have or obtain a dedicated hardwired internet connection meeting security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• Provide tax advice and full service return preparation and signature.
• Answer product/software questions and assist with tax calculations.
• Document customer interactions and maintain records.
• Interact with customers via video and audio tools.
• Meet KPI metrics and participate in pilots and validations.
• Complete required training and development programs.

Skills

Tax preparation experience

Customer service skills

Verbal and written communication

Critical thinking and problem solving

Self-motivation / work with minimal |-

Bilingual English/Spanish (a plus)

Tools

Smartlook

Job description

Intuit, Inc. is seeking a tax preparation professional to assist TurboTax customers remotely. You will provide expert tax guidance, perform full service return preparation, and resolve product inquiries via high-quality video interactions.

Strong communication, problem-solving, and reliability are essential. Responsibilities include documenting interactions, meeting KPI metrics, and participating in training and development.