Virtual Tax Associate: Expert Prep & Client Guidance

Jobtome; Tyler (TX); Remote; USD 30,000 - 39,000; Full time

Job summary

Intuit seeks a virtual Tax Expert to assist TurboTax customers with tax preparation, explanations of tax concepts, and expert guidance. You will help customers complete their returns while delivering friendly, confident service.

You will use TurboTax tools and our video platform to advise, prepare, and sign returns, answer questions, and resolve issues. Strong communication and tax knowledge are essential.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax prep software.
• 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 to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills and excellent verbal and written communication.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers via video using our software.
• Provide tax advice and full service return preparation and signature.
• Answer product/software inquiries and perform tax calculations.
• Document customer interactions and maintain high quality customer experiences.
• Meet company KPI metrics and participate in training and development.

Skills

1040 tax returns

PTIN

Circular 230

Bilingual (EN/ES) a plus

20 hours per week

Internet connection

Tech proficiency

Tools

TurboTax

Smartlook

Video software

Job description

Intuit seeks a virtual Tax Expert to assist TurboTax customers with tax preparation, explanations of tax concepts, and expert guidance. You will help customers complete their returns while delivering friendly, confident service.

You will use TurboTax tools and our video platform to advise, prepare, and sign returns, answer questions, and resolve issues. Strong communication and tax knowledge are essential.