Virtual Tax Associate: Expert Prep & Guidance

Intuit, Inc.; Dearborn (MI); Remote; USD 31,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a tax professional to assist TurboTax customers in a virtual, customer-facing role. You will guide clients through federal and state returns, explain tax concepts, and ensure meaningful, high-quality interactions via video tools.

The role requires 2+ years of return-preparation experience, PTIN, and solid communication skills. You will train, meet KPI targets, and participate in ongoing product and process improvements.

Qualifications

• 2+ years of federal and state individual 1040 returns experience.
• Active PTIN (or able to obtain).
• Active State licenses/permits (as required).
• Knowledge of Circular 230.

Responsibilities

• Assist customers virtually to prepare taxes with TurboTax.
• Provide tax advice and explanations of terms.
• Document customer interactions.
• Meet KPI metrics and participate in pilot projects.
• Complete required training and compliance programs.

Skills

Tax preparation

Customer service

Verbal and written communication

Problem solving

Video communication

Bilingual English/Spanish

Fast-paced environment

Education

PTIN credential

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a tax professional to assist TurboTax customers in a virtual, customer-facing role. You will guide clients through federal and state returns, explain tax concepts, and ensure meaningful, high-quality interactions via video tools.

The role requires 2+ years of return-preparation experience, PTIN, and solid communication skills. You will train, meet KPI targets, and participate in ongoing product and process improvements.