Remote Tax Associate - Virtual Tax Prep & Support

Intuit, Inc.; Carmel-by-the-Sea (CA); Remote; USD 30,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely with federal and state returns, tax guidance, and explanations of terms.

You will deliver accurate, friendly service using our video tools, helping customers complete returns and understand their tax positions. Requirements include 2+ years of federal/state 1040 preparation, active PTIN, state licenses if required, and strong communication skills in English; bilingual in Spanish is a plus.

Qualifications

• 2+ years of federal and state individual 1040 tax return preparation for at least 30 clients per season.
• Active PTIN required; State licenses/certificates/permits as applicable.

Responsibilities

• This is a virtual, customer-facing role; use video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and answer product/software questions.
• Create high-quality customer interactions with empathy and tax knowledge.
• Document customer interactions and resolve inquiries; support KPI and Big Bet goals.
• Participate in pilot testing, projects, and training as required by the business.

Skills

Tax preparation experience

Customer service

Bilingual English/Spanish

Video/remote communication

Education

PTIN holder

State license (where applicable)

Tools

Commercial tax software

Intuit TurboTax platform

Job description

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely with federal and state returns, tax guidance, and explanations of terms.

You will deliver accurate, friendly service using our video tools, helping customers complete returns and understand their tax positions. Requirements include 2+ years of federal/state 1040 preparation, active PTIN, state licenses if required, and strong communication skills in English; bilingual in Spanish is a plus.