Remote Tax Preparer & Customer Advisor

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

Benefits offered by this job

Bonus eligibility

Equity rewards

Comprehensive benefits

Job summary

Intuit is seeking a tax-preparer to assist TurboTax customers remotely with federal and state return preparation, guidance, and explanations of tax terms. You will work virtually, using video tools to interact with customers while delivering accurate, compliant tax support and documentation.

The role emphasizes clear communication, empathy, and customer-focused problem solving, with training, compliance requirements, and performance-based rewards including a potential bonus.

Qualifications

• 2+ years of federal and state 1040 tax returns experience for at least 30 clients per season.
• Active PTIN and state licenses or eligibility.
• Strong communication and customer-service skills for virtual interactions.

Responsibilities

• Interact with customers via video using Smartlook.
• Provide tax advice and full service return preparation and signature.
• Explain tax and technical terms in everyday language to customers.
• Document customer interactions and meet KPI metrics.
• Complete required training and comply with company policies.

Skills

Tax preparation experience

Bilingual English/Spanish

Customer service

Verbal and written communication

Tools

Smartlook

Job description

Intuit is seeking a tax-preparer to assist TurboTax customers remotely with federal and state return preparation, guidance, and explanations of tax terms. You will work virtually, using video tools to interact with customers while delivering accurate, compliant tax support and documentation.

The role emphasizes clear communication, empathy, and customer-focused problem solving, with training, compliance requirements, and performance-based rewards including a potential bonus.