Tax Associate

Intuit; Lake Forest (CA); Remote; USD 60,000 - 90,000; Full time

Job summary

Intuit is seeking a Tax Associate to deliver accurate, timely virtual tax help for TurboTax customers. You will review financial documents, prepare and check individual returns, and explain credits, deductions, and IRS/state requirements in clear language.

You will research complex tax questions, ensure full compliance with current regulations, and document each interaction while contributing to a data-driven culture that helps millions file confidently.

Qualifications

• Review financial documents for individual returns.
• Prepare and check individual tax returns for accuracy.
• Explain credits, deductions and IRS/state requirements clearly to users.
• Research complex tax questions and ensure compliance with current regulations.

Responsibilities

• Provide accurate, timely virtual tax help to TurboTax customers.
• Guide users through TurboTax and document each interaction.
• Assist with staying compliant with IRS/state rules and regulations.

Skills

Tax preparation

IRS/state tax regulations

Customer communication

Document handling

Research skills

Tools

TurboTax

Tax software

Job description

As a Tax Associate at Intuit, you’ll support TurboTax customers by delivering accurate, timely virtual tax help. You will review financial documents, prepare and check individual returns, and guide users through TurboTax while explaining credits, deductions, and IRS/state requirements in clear language. You’ll research complex tax questions, ensure full compliance with current regulations, and document each interaction. Working within Intuit’s collaborative, data-driven culture, you’ll help millions of customers file confidently while developing your tax expertise and growing your career.