Virtual Tax Associate: Expert Help & Guidance

Intuit, Inc.; Lake Forest (IL); Remote; USD 60,000 - 80,000; Full time

Job summary

Intuit, Inc. is seeking a Tax Associate to support TurboTax customers with 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 as you help millions file confidently while developing your tax expertise.

Qualifications

• Prepare and review individual returns and explain credits/deductions clearly.
• Research complex tax questions to ensure full regulatory compliance.
• Document each customer interaction and maintain accurate records.

Responsibilities

• Review financial documents for tax accuracy and completeness.
• Prepare and check individual tax returns.
• Guide customers through TurboTax steps and features.

Skills

Tax preparation

IRS rules

Client communication

Research skills

Documentation

Tools

TurboTax

Job description

Intuit, Inc. is seeking a Tax Associate to support TurboTax customers with 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 as you help millions file confidently while developing your tax expertise.