Remote Tax Associate: Tax Guidance & Prep

Lily Lifestyle; Springfield (IL); Remote; USD 29,000 - 37,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit seeks an experienced tax professional to help TurboTax customers complete their federal and state returns. You will guide clients through tax preparation, provide explanations of terms, and ensure accurate, compliant filings from a virtual setting.

The role emphasizes customer empathy, clear communication, and adherence to company procedures, with training and KPI-driven performance expectations.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season.
• Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.
• Active PTIN required or ability to obtain.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Strong technical aptitude and comfort with computer systems.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice and full service return preparation and signature.
• Explain tax and technical terms in everyday language.
• Document customer interactions and track progress toward KPIs and goals.
• Participate in training, projects, and proficiency-based up-skilling.

Skills

Tax preparation

Customer service

Communication skills

Bilingual EN/ES

Problem solving

Education

PTIN credential (or eligible)

Tools

TurboTax / tax software

Job description

Intuit seeks an experienced tax professional to help TurboTax customers complete their federal and state returns. You will guide clients through tax preparation, provide explanations of terms, and ensure accurate, compliant filings from a virtual setting.

The role emphasizes customer empathy, clear communication, and adherence to company procedures, with training and KPI-driven performance expectations.