Tax Associate

Overview

This is a virtual, customer-facing tax support role where you will help customers complete their taxes using Intuit TurboTax products. You’ll provide expert guidance, tax preparation support, and clear explanations of tax and technical terms while assisting customers with their returns.

Responsibilities

• Interact with customers via video using Smartlook.
• Assist TurboTax customers who are working on their tax returns or have delegated their tax returns with:
  • Tax advice
  • Full Service return preparation and signature
  • Product/software inquiries
  • Tax calculations
• Create high-quality customer interactions that build confidence through customer empathy and tax preparation expertise.
• Use government websites, professional resources, and internal team expertise to find and deliver accurate answers in everyday language.
• Follow defined practices, procedures, and company policies to troubleshoot and resolve customer tax questions and preparation inquiries.
• Document customer interactions.
• Work toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete all required training and development as determined by the business, including (but not limited to) compliance trainings, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements may change based on business needs.

Requirements

• 2 or more years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients/customers per season for compensation, using commercial tax preparation software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Must be willing and available to work a minimum of 20 hours per week.
• Proficient with technology, including solid knowledge of computer operations and software.
• Strong customer service skills, including the ability to interact with customers through video and audio tools professionally, friendly, and confidently.
• Excellent verbal and written communication skills.
• Critical thinking, problem-solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have (or be willing to obtain) a dedicated hardwired internet connection that meets Intuit Security criteria.
• Must be bilingual in English/Spanish (written & spoken) is a plus.
• Must reside in the United States.

Compensation & Benefits

• Expected base pay range (based on location):
  • Bay Area California: $22.30 - $28.49
  • Southern California: $22.30 - $28.49
  • Colorado: $21.24 - $27.14
  • Hawaii: $22.30 - $28.49
  • Illinois: $21.24 - $27.14
  • Maine: $19.12 - $24.43
  • Maryland: $21.24 - $27.14
  • Massachusetts: $22.30 - $28.49
  • Minnesota: $19.12 - $24.43
  • New Jersey: $22.30 - $28.49
  • New York: $22.30 - $28.49
  • Ohio: $19.12 - $24.43
  • Vermont: $21.24 - $27.14
  • Virginia: $21.24 - $27.14
  • Washington: $22.30 - $28.49
  • Washington DC: $21.24 - $27.14
• This position may be eligible for a cash bonus, equity rewards, and benefits, in accordance with applicable plans and programs.
• Pay offered is based on factors such as job-related knowledge, skills, experience, and work location.

Location

• Must reside in the United States.