Intuit - Toledo, OH

posted 4 months ago

Part-time - Entry Level
Remote - Toledo, 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 be responsible for assisting clients in navigating the complexities of taxation, ensuring they receive the best possible service while preparing their taxes. You will work 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. You will engage with customers through video and audio tools, providing them with tax advice, full-service return preparation, and managing product inquiries. Your goal will be to enhance the Intuit brand by delighting customers and empowering them to prepare their taxes effectively. In this virtual, customer-facing role, you will utilize government websites, professional resources, and team expertise to deliver accurate answers to customer inquiries in a clear and understandable manner. You will also be responsible for documenting customer interactions to maintain accurate records. This position offers the flexibility of remote work while requiring a commitment to customer service excellence and a passion for helping clients succeed in their tax preparation efforts.

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.
  • Engage with customers through video and audio tools in a professional manner.

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 an active Preparer Tax Identification Number (PTIN).
  • Excellent customer service skills and ability to interact with customers confidently.

Nice-to-haves

  • Experience with commercial tax preparation software.
  • Strong communication skills for virtual interactions.

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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