Tax Agent - 2+Yrs Paid Tax Experience Required

Dev; Bozeman (MT); On-site; USD 41,328 - 61,992; Full time

Benefits offered by this job

401(k) savings plan with matching

Paid sick leave

Employee stock purchase plan

Product discounts

Free copy of TurboTax Live

Job summary

A leading financial services company seeks a Tax Agent to provide expert tax preparation and assistance during the tax season from a remote location. Ideal candidates will have at least 2 years of paid experience and hold an active CPA, EA, or Practicing Attorney credential. This role includes assisting clients, providing tax advice, and using TurboTax products. Strong customer service and communication skills are essential for success in this position.

Qualifications

• Minimum of 2 years of paid tax experience filing 30 or more federal and state individual 1040 tax returns.
• Strong tax preparation experience with extensive knowledge of tax laws.
• Passion for helping clients navigate the complexities of taxation.

Responsibilities

• Help customers complete their taxes using TurboTax products.
• Provide tax advice and full service return preparation.
• Use video communication software to interact with customers.

Skills

Tax preparation

Customer service

Knowledge of tax laws

Communication skills

Education

Active, unrestricted credential (EA, CPA, or Practicing Attorney)

Tools

TurboTax

Job description

Tax Agent - 2+Yrs Paid Tax Experience Required

Position Type: 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.

What you’ll bring: 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.

How you will lead: 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!