Remote Tax Associate — Virtual Tax Prep Expert

Intuit, Inc.; Waukesha (WI); Remote; USD 31,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a tax‑season specialist to assist customers with TurboTax returns remotely from anywhere in the United States. You will provide tax advice, perform full service return preparation, and explain tax concepts using clear, everyday language.

The role emphasizes customer empathy, strong communication, and adherence to company policies. The position requires two+ years of federal and state return prep, active PTIN, and a dedication to completing required trainings.

Qualifications

• Two or more years of federal and state 1040 tax return prep for at least 30 clients per season.
• Must possess or be able to obtain any related state licenses, permits, or bonds.
• Active PTIN and willingness to meet training and compliance requirements.
• Strong communication and customer service, comfortable with video interactions.

Responsibilities

• This is a virtual, customer-facing role; use Smartlook to interact with customers.
• Provide tax advice, full service return preparation and signature, and answer product questions.
• Explain tax terms in everyday language and document customer interactions.
• Maintain KPI metrics and participate in pilots and trainings.

Skills

Tax preparation experience

Customer service

Communication skills

Problem solving

Technical proficiency

Bilingual (English/Spanish) a plus

Tools

TurboTax software

Smartlook video software

Job description

Intuit, Inc. is seeking a tax‑season specialist to assist customers with TurboTax returns remotely from anywhere in the United States. You will provide tax advice, perform full service return preparation, and explain tax concepts using clear, everyday language.

The role emphasizes customer empathy, strong communication, and adherence to company policies. The position requires two+ years of federal and state return prep, active PTIN, and a dedication to completing required trainings.