Remote Tax Associate: TurboTax Expert & Prep Pro

Intuit, Inc.; Oakland (CA); Remote; USD 31,000 - 39,000; Full time

Benefits offered by this job

Bonus program

Equity rewards

Benefits package

Job summary

Intuit, Inc. is seeking a remote tax professional to guide customers through federal and state returns using TurboTax. You will provide tax advice, perform full-service returns, and resolve product inquiries via secure video interactions.

The role requires 2+ years of experience, active PTIN, and strong communication skills in English (Spanish a plus). Flexible hours and ongoing training are provided.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Active PTIN required or ability to obtain one.
• Knowledge of Circular 230 highly preferred.

Responsibilities

• Assist TurboTax customers via virtual video interactions to provide tax preparation guidance.
• Deliver full service tax return preparation and signatures.
• Answer product and software questions and assist with tax calculations.
• Document customer interactions and maintain accurate records.
• Meet KPIs and participate in training and development as needed.

Skills

Tax preparation

Customer service

Video communication

Bilingual English/Spanish

Tech-savvy

Communication skills

Education

PTIN

State licenses

Tools

Tax software

Job description

Intuit, Inc. is seeking a remote tax professional to guide customers through federal and state returns using TurboTax. You will provide tax advice, perform full-service returns, and resolve product inquiries via secure video interactions.

The role requires 2+ years of experience, active PTIN, and strong communication skills in English (Spanish a plus). Flexible hours and ongoing training are provided.