Intuit - Cleveland, OH

posted 4 months ago

Part-time - Entry Level
Remote - Cleveland, OH
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 have the opportunity to work 100% remotely, collaborating with an exceptional team from the comfort of your home or office. This role is crucial in helping clients navigate the complexities of taxation, ensuring they receive the best possible service during the tax preparation process. In this role, you will assist customers in completing their taxes using Intuit TurboTax products. Your responsibilities will include providing tax advice, full-service return preparation, tax calculations, and managing product/software inquiries. You will utilize government websites, professional resources, and team expertise to deliver accurate answers to customer inquiries in a clear and understandable manner. This is a virtual, customer-facing role, where you will interact with clients through state-of-the-art video communication software, ensuring a professional and friendly experience. The ideal candidate will possess 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 should have strong tax preparation experience and extensive knowledge of tax laws. Excellent customer service skills are essential, as you will be expected to engage with customers confidently and professionally. This position requires a commitment to working a minimum of 20 hours per week, making it a great opportunity for those looking to earn supplemental income during the tax season.

Responsibilities

  • Help customers complete 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 interactions to maintain accurate records of customer communications.

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.
  • Strong tax preparation experience and extensive knowledge of tax laws.
  • Active Preparer Tax Identification Number (PTIN).
  • Excellent customer service skills.

Nice-to-haves

  • Experience with commercial tax preparation software.
  • Ability to interact with customers through video and audio tools.

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.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service