Remote Tax Associate — TurboTax Expert & Customer Help

Intuit, Inc.; Milwaukee (WI); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a virtual tax preparation specialist to assist TurboTax customers with federal and state returns, tax advice, and full-service preparation.

You will interact with customers via advanced video software and deliver accurate tax guidance with professional communication. Minimum 2+ years of recent tax return experience, active PTIN, and ability to work at least 20 hours weekly are required.

Qualifications

• 2+ years of experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax preparation software.
• Active PTIN (Preparer Tax Identification Number) or ability to obtain one.
• Knowledge of Circular 230.
• Strong customer service skills and ability to interact with customers via video/audio tools.
• Excellent verbal and written communication skills.
• Willingness to work a minimum of 20 hours per week.
• Dedicated internet connection meeting security criteria.

Responsibilities

• Interact with customers using video communications software to provide tax advice and full-service return preparation.
• Assist TurboTax customers with tax return preparation, calculations, and product inquiries.
• Create high-quality customer interactions with empathy and expertise in tax preparation.
• Document customer interactions and resolve inquiries per defined procedures.
• Meet KPI metrics and participate in pilots and projects as needed.

Job description

Intuit, Inc. is seeking a virtual tax preparation specialist to assist TurboTax customers with federal and state returns, tax advice, and full-service preparation.

You will interact with customers via advanced video software and deliver accurate tax guidance with professional communication. Minimum 2+ years of recent tax return experience, active PTIN, and ability to work at least 20 hours weekly are required.