Remote Tax Associate — Virtual Tax Prep Expert

Jobtome; Newton (MA); Remote; USD 31,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit is seeking a remote Tax Preparer/Customer Support specialist to assist TurboTax users with tax returns, tax advice, and software questions. You will guide customers through the process, ensure accuracy, and provide clear explanations of tax terms.

Ideal candidates have 2+ years of tax preparation experience, a PTIN, and strong communication skills. The role requires a dedicated home internet connection and a minimum of 20 hours per week.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Active PTIN and related state licenses/certifications as required.
• Willingness to work minimum of 20 hours per week.
• Strong knowledge of tax concepts and Circular 230.
• Proficient with technology and video/audio tools.

Responsibilities

• This is a virtual, customer-facing role using video to interact with customers.
• Provide tax advice, full service return preparation and signature, and answer product inquiries.
• Document customer interactions and resolve inquiries using company policies.
• Meet KPIs and participate in pilots and trainings as needed.
• Support customers with tax terminology in clear, everyday language.

Skills

Customer service

Verbal communication

Written communication

Critical thinking

Problem solving

Fast-paced environment

Tech-savvy

Tools

Smartlook

Job description

Intuit is seeking a remote Tax Preparer/Customer Support specialist to assist TurboTax users with tax returns, tax advice, and software questions. You will guide customers through the process, ensure accuracy, and provide clear explanations of tax terms.

Ideal candidates have 2+ years of tax preparation experience, a PTIN, and strong communication skills. The role requires a dedicated home internet connection and a minimum of 20 hours per week.