Tax Associate - Work from Home

Intuit; San Antonio (TX); Remote; USD 20,000 - 35,000; Full time

Job summary

A leading company is seeking Tax Associates for the upcoming tax season, offering remote work opportunities. Your role will involve assisting clients with tax filings using TurboTax products, providing expert tax advice, and ensuring the safeguarding of sensitive customer information. With a commitment to empowering clients, this position demands excellent customer service skills and a minimum of 2 years of tax preparation experience.

Benefits

401(k) savings plan with matching

Paid sick leave

Employee stock purchase plan

Product discounts

Free copy of TurboTax Live

Qualifications

• Minimum of 2 years filing 30+ federal and state individual 1040 tax returns.
• Ability to obtain State licenses and an active PTIN.
• Excellent customer service and communication skills.

Responsibilities

• Help customers complete their taxes using TurboTax products.
• Provide tax advice and manage product inquiries.
• Maintain confidential customer information responsibly.

Skills

Customer Service

Tax Preparation

Tax Advisory

Job description

Intuit is seeking Tax Associates for the upcoming tax season. If you have an active PTIN, 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.

Responsibilities

What You Will Do:

In this role, you will help our customers complete their taxes using Intuit TurboTax products using sound professional judgment, and in an excellent and timely manner. 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.”

• Maintain sensitive customer, confidential and/or proprietary business information in a responsible, reliable, and safe manner.
• 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 in a responsible, reliable and safe manner, and you will document interactions to maintain accurate records.
• Interact with customers and team members in a professional manner while adhering to and promoting Intuit’s operating values (here), including “integrity without compromise.”

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

Who You Are:

• As a Tax Associate, 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 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.

What You Need:

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