Virtual Tax Pro — Expert Returns & Customer Support

Intuit, Inc.; Carmel-by-the-Sea (CA); Remote; USD 31,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a remote Tax Associate with tax preparation experience to guide customers through their federal and state returns using TurboTax products. You will deliver expert tax explanations, ensure accurate returns, and maintain high-quality customer interactions via video channels.

The role requires strong communication, knowledge of tax rules, and the ability to work at least 20 hours per week from a home office in the United States. Training and compliance are part of the role.

Qualifications

• 2+ years of recent federal and state 1040 tax return prep for 30+ clients per season using tax software.
• Active PTIN and state licenses, or ability to obtain; knowledge of Circular 230.
• Willing to work at least 20 hours per week; strong communication and customer service skills.

Responsibilities

• Provide tax advice and full-service return preparation and signatures remotely.
• Assist customers via video interactions using Smartlook.
• Document interactions and support KPI goals.

Skills

Tax preparation experience

Customer service

Excellent communication

Bilingual English/Spanish

Education

PTIN (active)

Circular 230 knowledge

Tools

Smartlook video software

Commercial tax preparation software

Job description

Intuit, Inc. is seeking a remote Tax Associate with tax preparation experience to guide customers through their federal and state returns using TurboTax products. You will deliver expert tax explanations, ensure accurate returns, and maintain high-quality customer interactions via video channels.

The role requires strong communication, knowledge of tax rules, and the ability to work at least 20 hours per week from a home office in the United States. Training and compliance are part of the role.