Remote Tax Associate – Virtual Tax Prep Expert

Intuit

Murfreesboro (TN)

Remote

USD 40,000 - 52,000

Full time

14 days+

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Benefits offered by this job

Bonus eligibility
Equity rewards
Benefits

Job summary

Intuit, Inc. is seeking a motivated tax-prep professional to assist TurboTax customers with returns and related questions.

This virtual role emphasizes expert guidance, accurate preparation, and clear explanations of tax terms while maintaining high customer satisfaction. Requirements include 2+ years of 1040 experience, active PTIN, strong communication skills, and the ability to work at least 20 hours weekly.

Qualifications

  • 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season using commercial tax software.
  • Active PTIN or ability to obtain; state licenses/certificates or bonds as required.
  • Knowledge of Circular 230; ability to work minimum 20 hours per week; strong tech skills.
  • Excellent verbal and written communication; professional, friendly and confident demeanor.

Responsibilities

  • Interact with customers virtually using video and audio tools to provide guidance.
  • Offer tax advice, full-service return preparation and signature, and product inquiries.
  • Document customer interactions and resolve tax questions using official resources.
  • Meet KPI metrics and participate in pilots, trainings, and cross-training as needed.
  • Communicate clearly using everyday language and verify information with customers.

Skills

Customer service
Verbal communication
Written communication
Critical thinking

Education

PTIN
State licenses/certificates

Tools

Tax preparation software
Smartlook video software

Job description

Intuit, Inc. is seeking a motivated tax-prep professional to assist TurboTax customers with returns and related questions.

This virtual role emphasizes expert guidance, accurate preparation, and clear explanations of tax terms while maintaining high customer satisfaction. Requirements include 2+ years of 1040 experience, active PTIN, strong communication skills, and the ability to work at least 20 hours weekly.

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