Virtual Tax Associate: Expert Returns & Guidance

Intuit, Inc.; San Jose (CA); Remote; USD 30,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking an experienced tax professional for a fully remote role focused on TurboTax customer support. You will guide customers through tax preparation, provide expert advice, and explain tax concepts clearly while using Intuit tools.

You should have 2+ years of tax prep experience, an active PTIN, and strong communication skills in English (Spanish a plus). Training and compliance are required.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for many clients.
• Active PTIN and ability to obtain state licenses if needed.
• Strong knowledge of tax rules and customer-facing communication.
• Willingness to work 20+ hours per week and use video support tools.

Responsibilities

• Provide tax guidance and full service return support via virtual interactions.
• Answer product and tax questions with clear, everyday language.
• Document interactions and meet KPI targets and program goals.
• Complete required training and comply with security standards.

Skills

Tax preparation

Customer service

Bilingual English/Spanish

PTIN holder

Video support tools

Problem solving

Circular 230 knowledge

Education

PTIN required

Tools

Smartlook video platform

Job description

Intuit, Inc. is seeking an experienced tax professional for a fully remote role focused on TurboTax customer support. You will guide customers through tax preparation, provide expert advice, and explain tax concepts clearly while using Intuit tools.

You should have 2+ years of tax prep experience, an active PTIN, and strong communication skills in English (Spanish a plus). Training and compliance are required.