Remote Tax Prep Specialist – Customer Guidance Pro

Intuit, Inc.; Bakersfield (CA); Remote; USD 30,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. seeks a virtual Tax Professional to assist TurboTax customers with federal and state returns, provide expert guidance, and explain tax terms. You will interact via video and audio tools, delivering accurate tax help and ensuring customer confidence.

You must have 2+ years of tax prep experience, an active PTIN, and be able to work at least 20 hours per week from the United States. Training and compliance requirements apply.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Must possess or be able to obtain related state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work minimum 20 hours per week.

Responsibilities

• This is a virtual, customer-facing role using Smartlook to interact with customers.
• Help TurboTax customers with tax advice, full service return preparation and signature, and product inquiries.
• Create high quality customer interactions with empathy and deep tax knowledge.
• Document customer interactions and troubleshoot using defined procedures.
• Meet company KPI metrics and participate in pilots or projects as needed.
• Complete required training and development as determined by the business.

Skills

Tax preparation experience

Customer service

Communication skills

Bilingual English/Spanish

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. seeks a virtual Tax Professional to assist TurboTax customers with federal and state returns, provide expert guidance, and explain tax terms. You will interact via video and audio tools, delivering accurate tax help and ensuring customer confidence.

You must have 2+ years of tax prep experience, an active PTIN, and be able to work at least 20 hours per week from the United States. Training and compliance requirements apply.