Senior Tax Analyst - Intuit

Jobs via eFinancialCareers; Boston (MA); Remote; USD 70,000 - 90,000; Full time

Job summary

A leading company is seeking a Senior Tax Analyst to assist customers with tax preparation and advice using TurboTax. This mid-senior level position offers full-time remote work opportunities, focusing on helping clients navigate taxation complexities. Candidates must possess relevant credentials and have a passion for excellent customer service.

Benefits

401(k) savings plan with matching

Paid sick leave

E&O insurance provided

Employee stock purchase plan

Employee assistance program

Product discounts

Free copy of TurboTax Live

Qualifications

• Minimum of 2 years experience filing 30 or more federal and state 1040 tax returns.
• Active PTIN and unrestricted credential (CPA/EA/Practicing Attorney) required.
• Excellent customer service and communication skills essential for client interaction.

Responsibilities

• Assist customers in completing their taxes using TurboTax products.
• Provide tax advice and manage inquiries using professional resources.
• Utilize video communication tools for customer interaction and documentation.

Skills

Customer Service

Tax Preparation

Tax Law Knowledge

Education

CPA/EA/Practicing Attorney

Job description

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Join to apply for the Senior Tax Analyst - Intuit role at Jobs via eFinancialCareers

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.
• This position offers the opportunity to work 100% remotely, collaborating with an exceptional team from the comfort of your home or office.

Who You Are:

• Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns, using commercial tax preparation software.
• Active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws, along with an active Preparer Tax Identification Number (PTIN).
• Passionate about helping clients navigate taxation complexities and committed to enhancing our brand by delighting customers and empowering them to prepare their taxes.
• Excellent customer service skills, with the ability to interact professionally, friendly, and confidently via video and audio tools.

What You Need:

• Must have (or be willing to obtain) internet connection meeting Intuit Security criteria.
• Availability to work at least 20 hours per week, spread across three or more days.

What You Will Do:

• Assist customers in completing their taxes using TurboTax products, providing tax advice, full-service return preparation, tax calculations, and managing product/software inquiries.
• Utilize government websites, professional resources, and team expertise to deliver accurate answers in everyday language.
• This is a virtual, customer-facing role, using state-of-the-art video communication software to interact with customers and document interactions for accurate records.

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

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Accounting/Auditing and Finance