Tax Professional - Work from Home - 2+ Yrs Paid Tax Experience Required

RemoteWorker US; San Francisco (CA); Remote; USD 30,000 - 60,000; Full time

Job summary

A leading financial services company seeks Tax Associates to assist clients in navigating tax preparation during the upcoming tax season. Key responsibilities include tax return filing, utilizing TurboTax, and delivering exceptional customer service in a fully remote role. Candidates should have at least 2 years of experience with individual tax returns and must possess excellent communication skills to support clients effectively.

Benefits

401(k) savings plan with matching

Paid sick leave

Employee stock purchase plan

Free copy of TurboTax Live

Qualifications

• Minimum 2 years of experience filing 30+ federal and state individual 1040 tax returns.
• Active PTIN required; must obtain any related state licenses.
• Strong customer service skills and ability to use video/audio tools professionally.

Responsibilities

• Help customers complete taxes using TurboTax products with professionalism.
• Maintain sensitive customer information securely and reliably.
• Interact professionally through video communication and document client interactions.

Skills

Customer service

Tax preparation

Communication

Tools

TurboTax

Commercial tax preparation software

Job description

Overview

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.

What you'll bring

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.

How you will lead

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!