Remote Tax Pro: Expert Returns & Guidance

Intuit, Inc.; Columbia Township (MO); Remote; USD 31,000 - 39,000; Full time

Job summary

Intuit, Inc. seeks a motivated Tax Associate to assist customers with their federal and state 1040 returns using TurboTax. The role is virtual, customer-facing, and requires excellent communication, tax knowledge, and reliability.

You will help with tax advice, full service return preparation, and explanations of terms while documenting interactions and meeting KPI targets. Ideal candidates have 2+ years of recent tax prep experience, valid PTIN, and a willingness to work at least 20 hours per

Qualifications

• 2+ years of recent federal/state 1040 tax return experience for at least 30 clients per season.
• Must possess or obtain relevant state licenses/certificates/permits/bonds.
• Active PTIN required.
• Working knowledge of Circular 230.
• Willing to work minimum 20 hours per week.
• Proficient with technology and computer operations.
• Strong customer service and professional communication skills.
• Resident of the United States.
• Bilingual English/Spanish a plus.

Responsibilities

• Virtual, customer-facing role using video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Explain tax and technical terms in everyday language and deliver right answers.
• Document customer interactions and work toward KPI targets and goals.
• Participate in training, pilots, projects, and experience validations as needed.

Skills

Tax preparation

Customer service

Communication skills

Tech-savvy

Bilingual English/Spanish

Tools

Tax software

Smartlook video software

Job description

Intuit, Inc. seeks a motivated Tax Associate to assist customers with their federal and state 1040 returns using TurboTax. The role is virtual, customer-facing, and requires excellent communication, tax knowledge, and reliability.

You will help with tax advice, full service return preparation, and explanations of terms while documenting interactions and meeting KPI targets. Ideal candidates have 2+ years of recent tax prep experience, valid PTIN, and a willingness to work at least 20 hours per