Intuit - Lincoln, RI

posted 4 months ago

Part-time - Entry Level
Remote - Lincoln, RI
Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services

About the position

Intuit is seeking Tax Experts for the upcoming tax season. This position is designed for individuals who have an active Preparer Tax Identification Number (PTIN) and hold an unrestricted credential such as a CPA, EA, or Practicing Attorney. As a Tax Expert, you will play a crucial role in assisting clients with their tax preparation needs, ensuring they navigate the complexities of taxation effectively. You will be working remotely, allowing you to collaborate with a talented team from the comfort of your home or office. This role requires a minimum of 2 years of paid experience in filing federal and state individual 1040 tax returns, utilizing commercial tax preparation software. Your expertise in tax laws and regulations will be essential in providing accurate and reliable tax advice to clients. In this customer-facing role, you will engage with clients through video and audio tools, delivering exceptional customer service while helping them complete their taxes using Intuit TurboTax products. You will be responsible for providing full-service return preparation, tax calculations, and addressing product or software inquiries. Your ability to communicate complex tax information in everyday language will be vital in ensuring clients feel empowered and informed throughout the tax preparation process. You will also be expected to document all interactions accurately to maintain comprehensive records of client communications. This position offers the opportunity to earn supplemental income while making a positive impact on clients' financial well-being.

Responsibilities

  • Assist customers in completing their taxes using Intuit TurboTax products.
  • Provide tax advice and full-service return preparation.
  • Perform tax calculations and manage product/software inquiries.
  • Utilize government websites and professional resources to deliver accurate answers to customers.
  • Document customer interactions to maintain accurate records.

Requirements

  • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns.
  • Active, unrestricted credential (EA, CPA, or Practicing Attorney) with strong tax preparation experience.
  • Extensive knowledge of tax laws and regulations.
  • Active Preparer Tax Identification Number (PTIN).
  • Excellent customer service skills and ability to interact professionally with customers.

Nice-to-haves

  • Experience using commercial tax preparation software.
  • Strong communication skills, particularly in video and audio formats.

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.
  • Free copy of TurboTax Live.
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