Tax Professional - Work from Home

Intuit; Jurupa Valley (CA); Remote; USD 40,000 - 60,000; Full time

Job summary

A leading company in financial software is seeking passionate Tax Associates for the upcoming tax season. This remote role involves assisting clients with tax preparation using TurboTax, providing exceptional customer service, and maintaining confidentiality. Ideal candidates have at least 2 years of experience in tax preparation and possess an active PTIN.

Benefits

Flexible Work Environment

401(k) with company matching

Paid sick leave

Employee stock purchase plan

Product discounts

Qualifications

• Minimum of 2 years of paid experience filing individual 1040 tax returns.
• Excellent customer service skills and familiarity with video communication tools.

Responsibilities

• Help customers complete their taxes using Intuit TurboTax products.
• Offer tax advice and manage product inquiries.
• Maintain confidentiality and professionalism while interacting with customers.

Skills

Customer Service

Tax Preparation

Attention to Detail

Education

Active Preparer Tax Identification Number (PTIN)

Tools

Commercial Tax Preparation Software

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 Intuits 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 Intuits 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.

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