Remote Tax Pro: 1040 Prep & Customer Guidance

Intuit, Inc.; Cleveland (OH); Remote; USD 26,000 - 34,000; Full time

Job summary

Intuit, Inc. is seeking a virtual Tax Associate to assist customers with federal and state tax returns using TurboTax products. You will deliver expert guidance, explain tax terms, and help customers complete their returns while maintaining high service standards.

The role requires 2+ years of tax prep experience, a PTIN, and the ability to work at least 20 hours weekly from a US-based location. Strong communication and customer service skills are essential.

Qualifications

• 2+ years of recent experience preparing federal and state tax returns.
• Must possess or be able to obtain PTIN.
• Must reside in the United States.
• Willing to work a minimum of 20 hours per week.
• Strong communication and customer service skills.

Responsibilities

• Interact with customers via video communications software to provide tax guidance.
• Prepare and review tax returns and obtain signatures when applicable.
• Answer product and software questions and explain tax terms clearly.
• Document customer interactions and work toward KPI metrics and goals.
• Complete training and development as required by the business.

Skills

Tax preparation

Customer service

Communication

Video interactions

Tools

Smartlook

Job description

Intuit, Inc. is seeking a virtual Tax Associate to assist customers with federal and state tax returns using TurboTax products. You will deliver expert guidance, explain tax terms, and help customers complete their returns while maintaining high service standards.

The role requires 2+ years of tax prep experience, a PTIN, and the ability to work at least 20 hours weekly from a US-based location. Strong communication and customer service skills are essential.