Remote Tax Prep Specialist: 1040 Returns & Guidance

Intuit, Inc.; Fresno (CA); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely in preparing and reviewing their tax returns. The role emphasizes clear explanations of tax terms and excellent customer service via video interactions.

The ideal candidate has experience with federal and state returns, PTIN, and a strong ability to communicate complex information in plain language. A minimum of 20 hours per week is required.

Qualifications

• 2+ years of experience preparing federal and state returns for at least 30 clients per season.
• Must possess or be able to obtain state licenses and PTIN.
• Willing to work a minimum of 20 hours per week; strong communication skills.

Responsibilities

• This is a virtual, customer-facing role using Smartlook to interact with customers.
• Provide tax advice, full service return preparation and explanations of tax terms.
• Document customer interactions and meet KPI metrics.

Skills

Tax preparation

PTIN

Circular 230

Bilingual EN/ES

Customer service

Video calls

Communication skills

Fast-paced environment

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely in preparing and reviewing their tax returns. The role emphasizes clear explanations of tax terms and excellent customer service via video interactions.

The ideal candidate has experience with federal and state returns, PTIN, and a strong ability to communicate complex information in plain language. A minimum of 20 hours per week is required.