Virtual Tax Associate — Expert Tax Prep & 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 a remote Tax Advisor to assist TurboTax customers with tax returns, expert guidance, and product inquiries. You will deliver high-quality support using video and audio tools and explain tax terms in everyday language.

The role requires 2+ years of 1040 preparation, PTIN, and knowledge of Circular 230, with a flexible minimum of 20 hours per week. Bilingual English/Spanish is a plus and candidates must reside in the United States.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season using tax software.
• Must possess or obtain state licenses, certificates, permits, or bonds.
• Active PTIN required.
• Knowledge of Circular 230.

Responsibilities

• Assist TurboTax customers remotely with tax return preparation and guidance.
• Provide tax advice, perform full-service return preparation and signatures, and respond to product questions.
• Document customer interactions and meet KPI metrics.

Skills

Tax preparation

Customer service

Communication skills

Bilingual English/Spanish

Tools

Smartlook

Job description

Intuit, Inc. is seeking a remote Tax Advisor to assist TurboTax customers with tax returns, expert guidance, and product inquiries. You will deliver high-quality support using video and audio tools and explain tax terms in everyday language.

The role requires 2+ years of 1040 preparation, PTIN, and knowledge of Circular 230, with a flexible minimum of 20 hours per week. Bilingual English/Spanish is a plus and candidates must reside in the United States.