Virtual Tax Associate — TurboTax Expert & Client Guide

Jobtome; Santa Clara (CA); A distancia; USD 32.000 - 39.000; A tiempo parcial

Ventajas ofrecidas por este puesto de trabajo

Cash bonus

Equity rewards

Benefits

Descripción de la vacante

Intuit is seeking a tax professional for a remote, virtual role to support TurboTax customers across the United States. You will provide tax advice, full-service return preparation, and product inquiries using TurboTax tools, communicating clearly via video and chat.

You will help customers complete their taxes, explain tax terms, and ensure high-quality interactions while meeting KPIs. Training and up-skilling are provided; no relocation required.

Formación

• 2+ years of experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax preparation software.
• Active PTIN required; state licenses/certifications as applicable.

Responsabilidades

• This is a virtual, customer-facing role; you will be using our video communications software (Smartlook) to interact with customers.
• Provide tax advice, full-service return preparation and signature, product inquiries, and tax calculations for TurboTax customers.
• Create high-quality customer interactions with empathy and deep tax knowledge.
• Utilize government sites and resources to deliver accurate answers in everyday language.
• Apply company procedures to troubleshoot and resolve tax advice and preparation inquiries.
• Document customer interactions and progress toward KPIs and Big Bet Goals.
• Participate in pilot tests and training as required.

Conocimientos

Tax preparation

Customer service

Video support

Bilingual English/Spanish

Herramientas

TurboTax

Smartlook

Descripción del empleo

Intuit is seeking a tax professional for a remote, virtual role to support TurboTax customers across the United States. You will provide tax advice, full-service return preparation, and product inquiries using TurboTax tools, communicating clearly via video and chat.

You will help customers complete their taxes, explain tax terms, and ensure high-quality interactions while meeting KPIs. Training and up-skilling are provided; no relocation required.