Remote Tax Associate - TurboTax Expert & Client Support

Intuit, Inc.; Newton (MA); Remote; USD 31,000 - 39,000; Full time

Benefits offered by this job

Bonus eligibility

Benefits

Job summary

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely. You will guide clients through tax preparation, explain tax terms, and provide high-quality customer support in a video-enabled setting.

The role requires 2+ years of 1040 experience, active PTIN, state licenses, and the ability to work at least 20 hours per week. Training and compliance are part of onboarding.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 tax returns for at least 30 clients per season
• Active PTIN and ability to obtain state licenses
• Willing to work minimum 20 hours per week
• Proficient with computer operations and software
• Reside in the United States and be able to work remotely

Responsibilities

• Interact with customers via virtual video sessions using Smartlook
• Provide tax advice and full-service return preparation
• Explain tax terms and assist with tax calculations
• Document customer interactions and meet KPI metrics
• Complete required training and compliance courses

Skills

Customer service

Verbal & written communication

Problem solving

Critical thinking

Adaptability

Education

PTIN

State licenses

Regulatory knowledge (Circular 230)

Tools

Smartlook

Job description

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely. You will guide clients through tax preparation, explain tax terms, and provide high-quality customer support in a video-enabled setting.

The role requires 2+ years of 1040 experience, active PTIN, state licenses, and the ability to work at least 20 hours per week. Training and compliance are part of onboarding.