Remote Tax Associate & Client Advisor

Intuit, Inc.; Fresno (CA); Remote; USD 30.000 - 39.000; Vollzeit

Zusammenfassung

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely with federal and state returns, offering tax explanations and guidance. You will work in a virtual environment using video tools to deliver accurate, friendly support to customers.

The role requires at least 2 years of tax preparation experience, an active PTIN, and the ability to meet weekly hours. Bilingual English/Spanish is a plus; residency in the United States is required.

Qualifikationen

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.

Aufgaben

• This is a virtual, customer-facing role using Smartlook to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and meet KPI targets.

Kenntnisse

Tax preparation experience

Customer service

Verbal and written communication

Bilingual English/Spanish (plus)

Remote work readiness

Tools

Smartlook

TurboTax software

Jobbeschreibung

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely with federal and state returns, offering tax explanations and guidance. You will work in a virtual environment using video tools to deliver accurate, friendly support to customers.

The role requires at least 2 years of tax preparation experience, an active PTIN, and the ability to meet weekly hours. Bilingual English/Spanish is a plus; residency in the United States is required.