Remote Tax Associate - Virtual Tax Prep Expert

Intuit; St. Louis (MO); Remote; USD 26,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers with tax preparation and explanations via video interactions. You will deliver expert guidance, complete returns, and help customers understand tax terms using everyday language.

This virtual role requires 20+ hours per week, active PTIN, state licenses, and US residency. You will support KPI targets and participate in ongoing training and development.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season using commercial tax software.
• Must possess or obtain related state licenses, certificates, permits, or bonds.
• Active PTIN required.
• Knowledge of Circular 230.
• Willing to work minimum 20 hours per week.
• Proficient with technology and video/audio tools.
• Bilingual English/Spanish a plus.

Responsibilities

• Provide tax advice and full-service return preparation and signature.
• Interact with customers via virtual video communications to explain tax concepts in plain language.
• Document customer interactions and resolve inquiries using defined policies.
• Meet KPI metrics and participate in training and pilot projects.

Skills

Tax preparation

Customer service

Video conferencing

Circular 230

Bilingual EN/ES

Remote work

US residency

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers with tax preparation and explanations via video interactions. You will deliver expert guidance, complete returns, and help customers understand tax terms using everyday language.

This virtual role requires 20+ hours per week, active PTIN, state licenses, and US residency. You will support KPI targets and participate in ongoing training and development.