Credentialed Tax Expert - 2+Yrs Paid Tax Experience Required

Dev; San Francisco (CA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k) savings plan with company matching

Paid sick leave

Employee stock purchase plan

Product discounts

Employee assistance

TurboTax Live access

Remote work

Job summary

A leading financial software company is seeking a Credentialed Tax Expert with at least 2 years of experience in tax preparation to assist clients with their taxes remotely. The ideal candidate will have an active EA, CPA, or Practicing Attorney credential and a passion for helping customers. This role involves providing tax advice, preparing returns using TurboTax products, and ensuring customer satisfaction through excellent service.

Qualifications

• Minimum of 2 years of paid experience filing tax returns.
• Active unrestricted credential: EA, CPA, or Practicing Attorney.
• Passionate about helping clients with taxes.

Responsibilities

• Help customers complete their taxes using TurboTax products.
• Provide tax advice and full service return preparation.
• Document interactions to maintain accurate records.

Skills

Customer service skills

Tax preparation experience

Knowledge of tax laws

Education

EA, CPA, or Practicing Attorney

CPA

Practicing Attorney

Tools

Commercial tax preparation software

Job description

Credentialed Tax Expert - 2+Yrs Paid Tax Experience Required

• Full-time

Jobs for Humanity is partnering with Intuit to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located. Company Name: Intuit

Overview

Intuit is seeking Tax Experts for the upcoming tax season. If you have an active PTIN and unrestricted credential (CPA/EA/Practicing Attorney) we would love to connect with you!

What You Get

• Company Benefits: 401(k) savings plan with Intuit matching, paid sick leave, Intuit provided E&O insurance, employee stock purchase plan, employee assistance program, product discounts and free copy of TurboTax Live.
• As part of this position, you have the opportunity to work 100% remotely, collaborating with an exceptional team from the comfort of your home or office.

Who You Are

• As a Tax Expert, you have a minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns, using commercial tax preparation software.
• You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.
• You are passionate about helping clients navigate the complexities of taxation, and you’re committed to enhancing our brand by delighting our customers and empowering them to prepare their taxes.
• You possess excellent customer service skills, and you are excited to interact with customers through video and audio tools in a professional, friendly, and confident manner.

What You Will Do

• In this role, you will help our customers complete their taxes using Intuit TurboTax products. By providing tax advice, full service return preparation, tax calculations, and managing product/software inquiries, you will be working toward advancing our goal of “Powering Prosperity Around the World.”
• You will utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.
• This is a virtual, customer-facing role, so you will use our state of the art video communication software to interact with customers, and you will document interactions to maintain accurate records.

If you reside in the United States, and are ready to earn supplemental income by helping people with their taxes, APPLY NOW!