Remote Tax Associate – Virtual Tax Prep & Support

Intuit, Inc.; Springfield (IL); Remote; USD 29,000 - 37,000; Full time

Job summary

Intuit, Inc. is seeking a virtual tax professional to assist TurboTax customers with federal and state returns, providing expert guidance and explanations in everyday language. You will perform full-service preparation and secure signatures, while building confidence through empathetic interactions.

The ideal candidate has 2+ years of recent 1040 experience, an active PTIN, and knowledge of Circular 230. You must reside in the United States and be available for at least 20 hours weekly.

Qualifications

• 2+ years of federal/state 1040 tax return preparation for at least 30 clients per season.
• Active PTIN and ability to obtain state licenses or permits.
• Must possess an active PTIN; knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with computer technology and software.

Responsibilities

• This is a virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and answer product questions.
• Calculate taxes and document customer interactions for KPI tracking.
• Apply company procedures to troubleshoot inquiries and deliver right answers in plain language.
• Participate in training, development, and cross-training as required.

Skills

Customer service

Communication

Problem solving

Tech proficient

Time management

Bilingual (EN/ES)

Education

PTIN credential

Tools

Video conferencing

Job description

Intuit, Inc. is seeking a virtual tax professional to assist TurboTax customers with federal and state returns, providing expert guidance and explanations in everyday language. You will perform full-service preparation and secure signatures, while building confidence through empathetic interactions.

The ideal candidate has 2+ years of recent 1040 experience, an active PTIN, and knowledge of Circular 230. You must reside in the United States and be available for at least 20 hours weekly.