Virtual Tax Associate - Expert Returns & Guidance

Intuit, Inc.; Centennial (CO); Remote; USD 29,000 - 37,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a virtual Tax Expert to assist customers with federal and state 1040 returns using TurboTax. You will provide tax advice, perform full-service preparation, and explain tax terms clearly through video interactions.

The role emphasizes strong customer service, accurate documentation, and adherence to company guidelines. The position requires 2+ years of recent tax preparation experience, PTIN, and the ability to work at least 20 hours per week.

Qualifications

• 2+ years of experience preparing federal and state 1040s for 30+ clients per season using tax software.
• Active PTIN or ability to obtain one.
• Knowledge of Circular 230 and tax regulations.

Responsibilities

• Assist TurboTax customers via virtual video interactions to provide tax advice and full-service return prep.
• Document customer interactions and resolve inquiries using approved procedures.
• Meet KPIs and participate in training and development programs.

Skills

Tax preparation

Customer service

Communication

Problem solving

Education

PTIN holder or ability to obtain

State licenses/certificates

Tools

TurboTax software

Video conferencing software

Intuit TurboTax platform

Job description

Intuit, Inc. is seeking a virtual Tax Expert to assist customers with federal and state 1040 returns using TurboTax. You will provide tax advice, perform full-service preparation, and explain tax terms clearly through video interactions.

The role emphasizes strong customer service, accurate documentation, and adherence to company guidelines. The position requires 2+ years of recent tax preparation experience, PTIN, and the ability to work at least 20 hours per week.