Tax Associate - Work from Home

Intuit; Clarksville (TN); Remote; USD 50,000 - 70,000; Part time

Job summary

Join Intuit as a Tax Associate and leverage your expertise to help clients navigate the tax preparation process. With a flexible remote work environment, competitive benefits, and the opportunity to make a real difference, this role is ideal for those passionate about tax assistance. Bring your skills in customer service and tax preparation to empower customers in managing their taxes with confidence.

Benefits

401(k) savings plan with company matching

Paid sick leave

Employee stock purchase plan

Product discounts

Free copy of TurboTax Live

Qualifications

• Minimum of 2 years of experience filing federal and state individual tax returns.
• Active PTIN required.
• Availability to work at least 20 hours per week.

Responsibilities

• Assist customers with tax preparation using TurboTax products.
• Provide tax advice and answer customer inquiries professionally.
• Maintain confidentiality of customer information.

Skills

Customer Service

Tax Preparation

Professional Judgment

Job description

At Intuit, we are on a mission to Power Prosperity Around the World. We are currently seeking passionate and experienced Tax Associates to join our team for the upcoming tax season. If you have an active PTIN and a knack for helping clients navigate the complexities of taxation, we would love to connect with you! What You Get :

• Flexible Work Environment : Work 100% remotely, collaborating with a dynamic and supportive team from the comfort of your home or office.
• Competitive Benefits : Enjoy a 401(k) savings plan with Intuit matching, paid sick leave, and Intuit-provided E&O insurance.
• Employee Perks : Take advantage of our employee stock purchase plan, employee assistance program, product discounts, and a free copy of TurboTax Live.

What you'll bring

Who You Are :

• Experienced : 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.
• Passionate : You are dedicated to helping clients understand and navigate the tax process, enhancing our brand by delighting customers and empowering them to prepare their taxes confidently.
• Customer-Focused : You possess excellent customer service skills and are excited to interact with customers through video and audio tools in a professional, friendly, and confident manner.

What You Need :

• Licensing : You must possess or be able to obtain any related State licenses, certificates, permits, or bonds, and have an active Preparer Tax Identification Number (PTIN).
• Availability : You must be available to work a minimum of 20 hours per week, spread across three or more days.
• Technology : You must have (or be willing to obtain) an internet connection that meets Intuit’s security criteria.

How you will lead

What You Will Do :

• Tax Preparation : Help our customers complete their taxes using Intuit TurboTax products, providing sound professional judgment and ensuring timely and accurate service.
• Customer Support : Offer tax advice, full-service return preparation, tax calculations, and manage product / software inquiries to advance our goal of empowering global prosperity.
• Confidentiality : Maintain the highest standards of confidentiality and security for sensitive customer, confidential, and proprietary business information.
• Research and Resources : Utilize government websites, professional resources, and team expertise to deliver accurate and understandable answers to customers.
• Communication : Use our state-of-the-art video communication software to interact with customers in a responsible, reliable, and safe manner, and document interactions to maintain accurate records.
• Professionalism : Interact with customers and team members in a professional manner, adhering to and promoting Intuit’s core values, including “integrity without compromise.”

Ready to Make a Difference?

If you reside in the United States and are ready to earn supplemental income by helping people with their taxes, APPLY NOW ! Join us in our mission to make tax preparation easier and more accessible for everyone.