Remote Tax Pro & Client Advisor

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

Job summary

Intuit, Inc. is seeking a tax professional for a virtual, customer-facing role to assist TurboTax customers with tax preparation and explanations of tax and technical terms.

You will use our video tools to interact with customers, deliver accurate guidance, and create high-quality experiences that build confidence. Requirements include 2+ years of federal/state 1040 preparation, an active PTIN, and the ability to work at least 20 hours per week.

Qualifications

• 2+ years of federal/state 1040 tax return preparation experience for at least 30 clients per season.
• Active PTIN required; state licenses/certs may be needed.
• Willingness to work minimum 20 hours per week.
• Strong verbal and written communication; customer service oriented.

Responsibilities

• This is a virtual, customer-facing role using video tools to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Explain tax and technical terms in everyday language and document customer interactions.
• Meet KPI metrics and participate in pilots and training as required.

Skills

Tax prep

Customer service

PTIN holder

Bilingual

Tech savvy

Circular 230

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a tax professional for a virtual, customer-facing role to assist TurboTax customers with tax preparation and explanations of tax and technical terms.

You will use our video tools to interact with customers, deliver accurate guidance, and create high-quality experiences that build confidence. Requirements include 2+ years of federal/state 1040 preparation, an active PTIN, and the ability to work at least 20 hours per week.