Tax Agent - 2+Yrs Paid Tax Experience Required

Dev; Indianapolis (IN); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

401(k) savings plan with matching

Paid sick leave

E&O insurance provided

Employee stock purchase plan

Product discounts

Free copy of TurboTax Live

Job summary

A leading financial services firm is seeking a Tax Agent experienced in filing federal and state individual tax returns. The ideal candidate has over 2 years of paid tax experience and is credentialed as an EA, CPA, or Practicing Attorney. This fully remote role involves helping clients navigate tax complexities using TurboTax products and interacting with customers through video communication. Apply now to support individuals across various communities during tax season.

Qualifications

• Minimum of 2 years of paid experience filing 30 or more federal and state individual tax returns.
• Strong experience using commercial tax preparation software.
• Extensive knowledge of tax laws.

Responsibilities

• Help customers complete their taxes using Intuit TurboTax products.
• Provide tax advice and full service return preparation.
• Interact with customers via video and audio tools.

Skills

Tax preparation experience

Customer service skills

Communication skills

Education

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

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!