Tax Associate: Virtual Tax Filing & Client Support

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

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.