Virtual Tax Associate - Customer-Focused Tax Prep

Intuit, Inc.; Sacramento (CA); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a motivated tax professional for a remote, customer-facing role focused on TurboTax support. You will guide customers through tax returns, provide explanations of tax concepts, and ensure accurate, compliant filings.

The role requires 2+ years of federal/state 1040 experience, active PTIN, and strong communication. You will work 20+ hours weekly, with remote access from the United States, and participate in training and KPI-driven initiatives.

Qualifications

• 2+ years of experience preparing federal and state 1040 returns for at least 30 clients per season.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing and available to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills – ability to interact with customers through video and audio tools in a professional, friendly, and confident manner.
• Excellent verbal and written communication skills
• Critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will be using our state of the art video communications software (Smartlook) to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their tax returns with: Tax advice, Full Service return preparation and signature, Product/software inquires, Tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and your knowledge in tax preparation.
• Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and preparation inquiries.
• Document customer interactions.
• Work toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations, as needed.
• Complete all required training and development as determined by the business.

Skills

Tax preparation experience

Customer service

Bilingual English/Spanish (nice)

Job description

Intuit, Inc. is seeking a motivated tax professional for a remote, customer-facing role focused on TurboTax support. You will guide customers through tax returns, provide explanations of tax concepts, and ensure accurate, compliant filings.

The role requires 2+ years of federal/state 1040 experience, active PTIN, and strong communication. You will work 20+ hours weekly, with remote access from the United States, and participate in training and KPI-driven initiatives.