Remote Tax Preparer & Client Support Expert

Intuit, Inc.; Cameron Park (CA); Remote; USD 31,000 - 39,000; Full time

Job summary

Intuit, Inc. seeks a tax-preparation specialist for a virtual, customer-facing role supporting TurboTax customers. You will guide clients through tax returns, provide expert explanations of tax terms, and deliver high-quality, empathetic service using video interactions.

You will handle tax advice, full-service preparation, and product inquiries while documenting interactions and working toward KPI targets. Training and cross-training opportunities are provided.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season.
• Active PTIN.
• State licenses/certificates/permits.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and software.
• Strong customer service and communication skills.
• Must reside in the United States.
• Bilingual English/Spanish a plus.

Responsibilities

• This is a virtual, customer-facing role; you will use video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and answer product inquiries.
• Document customer interactions and work toward KPI metrics and goals.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Verbal communication

Written communication

Bilingual (English/Spanish)

Attention to detail

Problem solving

Education

PTIN

State licenses

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. seeks a tax-preparation specialist for a virtual, customer-facing role supporting TurboTax customers. You will guide clients through tax returns, provide expert explanations of tax terms, and deliver high-quality, empathetic service using video interactions.

You will handle tax advice, full-service preparation, and product inquiries while documenting interactions and working toward KPI targets. Training and cross-training opportunities are provided.