Tax Associate

Intuit, Inc.; Idaho; Hybride; USD 30 000 - 39 000; Temps partiel

Avantages offerts par ce poste

Cash bonus

Equity rewards

Benefits

Résumé du poste

Intuit, Inc. is seeking a tax-preparation professional to assist TurboTax customers remotely, guiding federal/state returns and explaining tax terms with clarity. You will support customers through video interactions, deliver accurate tax advice, and ensure compliant, high-quality service.

The role emphasizes empathy, policy adherence, and KPI-driven performance. Requires 2+ years of experience, PTIN, and ability to work at least 20 hours weekly from the United States.

Qualifications

• 2+ years of recent federal and state 1040 tax return prep for at least 30 clients per season.
• Active PTIN and ability to obtain state licenses/certificates.
• Must possess knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and computer operations.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsabilités

• Virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Explain tax terms in everyday language and document interactions.
• Adhere to defined procedures to troubleshoot inquiries.
• Meet KPI metrics and participate in pilots and trainings.
• Remain compliant with training and security requirements.

Connaissances

Tax preparation

Customer service

Communication

Video conferencing

Bilingual English/Spanish

Attention to detail

Problem solving

Adaptability

Formation

State licenses/permits

PTIN (Active)

Outils

Tax preparation software

Video communications software

Secure internet connectivity

Description du poste

If you are a highly motivated individual with tax preparation experience and excellent communication skills, we need you to help our customers complete their taxes using Intuit TurboTax products. You will be working toward advancing our goal of “Powering Prosperity Around the World” by providing expert guidance, tax preparation, and explanations of tax and technical terms to our customers. You will also play an important role in our effort to enhance our brand by delighting our customers and empowering them to prepare their taxes.

Responsibilities:

• This is a virtual, customer-facing role; you will be using our state of the art video communications software (Smartlook) to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their tax returns with:
  • Tax advice
  • Full Service return preparation and signature
  • Product/software inquires
  • Tax calculations
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep (extensive) knowledge and expertise in the field of tax preparation.
• Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and preparation inquiries.
• Document customer interactions
• Work continuously toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations, as needed.
• Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance trainings, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time

Qualifications:

• 2 or more years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients/customers per season for compensation, using commercial tax preparation software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Must be willing and available to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills – ability to interact with customers through video and audio tools in a professional, friendly, and confident manner.
• Excellent verbal and written communication skills
• Critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have (or be willing to obtain) a dedicated hardwired internet connection that meets Intuit Security criteria.
• Bilingual (English/Spanish) communication skills (written & spoken) a plus
• Must reside in the United States.

Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is

Bay Area California $22.30 - $28.49

Southern California $22.30 - $28.49

Colorado $21.24 - $27.14

Hawaii $22.30 - $28.49

Illinois $21.24 - $27.14

Maine $19.12 - $24.43

Maryland $21.24 - $27.14

Massachusetts $22.30 - $28.49

Minnesota $19.12 - $24.43

New Jersey $22.30 - $28.49

New York $22.30 - $28.49

Ohio $19.12 - $24.43

Vermont $21.24 - $27.14

Virginia $21.24 - $27.14

Washington $22.30 - $28.49

Washington DC $21.24 - $27.14

This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.