Help individuals confidently manage their tax responsibilities from anywhere in the U.S. in this fully remote role. As a Tax Associate, you’ll provide personalized support to clients preparing their federal and state tax returns, using TurboTax Live and secure video communication tools to guide them through the process.
What You’ll Do
- Assist clients with completing their tax returns using TurboTax products
- Deliver accurate tax advice and perform detailed return calculations
- Respond to inquiries about tax software features and functionality
- Research tax regulations using government resources and internal knowledge tools
- Document each client interaction to ensure clarity and compliance
- Conduct consultations via audio and video platforms to enhance client understanding
What You Need
- An active PTIN (Preparer Tax Identification Number)
- At least two years of professional experience preparing 30+ individual 1040 returns
- Proven experience with commercial tax preparation software
Preferred Background
- Intuit Academy Level 1 certification
- Recent experience filing 30+ paid individual tax returns annually
Technology & Support
You’ll work with TurboTax Live, video conferencing tools, and professional tax research platforms. Intuit provides Errors & Omissions insurance, a 401(k) plan with company match, employee stock purchase options, and access to mental health and wellness resources.
This is a seasonal opportunity ideal for tax professionals seeking flexible, client-focused work during tax season. All support and training are delivered remotely, enabling seamless onboarding from any location in the United States.
