Virtual Tax Associate: Expert Tax Prep & Customer Support

Jobtome

Cambridge (MA)

Remote

USD 32,000 - 39,000

Part time

3 days ago

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Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit is seeking a tax-focused professional for a virtual, customer-facing role helping customers complete federal and state tax returns using TurboTax software. You will provide tax advice, assist with full-service preparation, and explain tax concepts in everyday language through video interactions.

Ideal candidates have 2+ years of recent 1040 experience, PTIN, and strong communication skills. The role requires at least 20 hours per week and offers a competitive compensation package with

Qualifications

2+ years of recent experience preparing federal and state individual 1040 returns for 30+ clients per season using commercial tax software.
Active PTIN and ability to obtain state licenses/certificates.
Knowledge of Circular 230.
Willing to work a minimum of 20 hours per week.
Strong technical proficiency and comfort with computers and software.
Bilingual English/Spanish is a plus.

Responsibilities

Assist TurboTax customers with tax returns and guidance.
Provide tax advice, full service return preparation and signature, and product inquiries.
Deliver high quality customer interactions with empathy and clear explanations.
Document customer interactions and assist with training and adoption of new tools.

Skills

Tax preparation

Customer service

Communication

Bilingual EN/ES

Video interfaces

Problem solving

Tools

TurboTax

Smartlook

Job description

Ideal candidates have 2+ years of recent 1040 experience, PTIN, and strong communication skills. The role requires at least 20 hours per week and offers a competitive compensation package with

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