Virtual Tax Associate — Expert Tax Prep & Support

Intuit, Inc.; Menlo Park (CA); Remote; USD 31,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a tax professional for a virtual role focused on guiding customers through tax preparation using TurboTax products. You will help customers complete federal and state returns with expert explanations and empathetic service.

Requires 2+ years of tax prep, PTIN, and strong communication skills. Remote work with flexible hours and ongoing training are provided to meet KPI metrics and empower customers.

Qualifications

• Two or more years of recent experience preparing federal and state 1040 tax returns for at least 30 clients per season.
• Must possess an active PTIN and familiarity with Circular 230.

Responsibilities

• Interact with customers via video and audio tools to provide tax guidance and full-service return preparation.
• Document interactions and resolve inquiries using defined procedures.
• Complete required training and stay compliant with company policies.

Skills

Tax prep

Customer service

Bilingual

Job description

Intuit, Inc. is seeking a tax professional for a virtual role focused on guiding customers through tax preparation using TurboTax products. You will help customers complete federal and state returns with expert explanations and empathetic service.

Requires 2+ years of tax prep, PTIN, and strong communication skills. Remote work with flexible hours and ongoing training are provided to meet KPI metrics and empower customers.