Remote Tax Specialist – 1040 Returns & Customer Guidance

Intuit, Inc.; Bakersfield (CA); Remote; USD 32.000 - 39.000; Teilzeit

Zusammenfassung

Intuit, Inc. is seeking a remote tax preparer with tax preparation experience to assist TurboTax customers. You will guide clients through tax returns, explain terms, and ensure accurate, compliant filings while delivering excellent service via video interactions.

Requirements include 2+ years of federal/state return prep for many clients, active PTIN, and strong communication. This is a part-time, remote role with training and KPI goals.

Qualifikationen

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax prep software.
• Active PTIN and ability to obtain state licenses/certificates/per its requirements.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and strong written/verbal communication.

Aufgaben

• Virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return prep and signature, and answer tax/software inquiries.
• Document customer interactions and troubleshoot using defined procedures and resources.
• Meet KPI metrics and participate in training and development as required.

Kenntnisse

Tax preparation experience

Customer service

Communication skills

Technical proficiency

Bilingual English/Spanish

Tools

Commercial tax software

Jobbeschreibung

Intuit, Inc. is seeking a remote tax preparer with tax preparation experience to assist TurboTax customers. You will guide clients through tax returns, explain terms, and ensure accurate, compliant filings while delivering excellent service via video interactions.

Requirements include 2+ years of federal/state return prep for many clients, active PTIN, and strong communication. This is a part-time, remote role with training and KPI goals.