Intuit - Tacoma, WA

posted 2 months ago

Part-time - Mid Level
Remote - Tacoma, WA
Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services

About the position

Intuit is seeking Credentialed Tax Experts for the upcoming tax season. This position is designed for individuals with an active Preparer Tax Identification Number (PTIN) and unrestricted credentials such as CPA, EA, or Practicing Attorney. As a Tax Expert, you will have the opportunity to work 100% remotely, allowing you to collaborate with an exceptional team from the comfort of your home or office. This role is ideal for those who are passionate about helping clients navigate the complexities of taxation and are committed to enhancing the Intuit brand by delighting customers and empowering them to prepare their taxes effectively. In this role, you will assist customers in completing their taxes using Intuit TurboTax products. You will provide tax advice, full-service return preparation, tax calculations, and manage product/software inquiries. Your work will contribute to Intuit's goal of "Powering Prosperity Around the World." You will utilize government websites, professional resources, and team expertise to deliver accurate answers to customers in everyday language. This is a virtual, customer-facing role, and you will use state-of-the-art video communication software to interact with customers, documenting interactions to maintain accurate records. To qualify for this position, you must 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. Strong customer service skills are essential, as you will interact with customers through video and audio tools in a professional, friendly, and confident manner. Additionally, you must have or be willing to obtain a dedicated hardwired internet connection that meets Intuit's security criteria and be available to work a minimum of 20 hours per week.

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

Requirements

  • Active PTIN and unrestricted credential (CPA/EA/Practicing Attorney).
  • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns.
  • Strong tax preparation experience and extensive knowledge of tax laws.
  • Excellent customer service skills.

Nice-to-haves

  • Experience with commercial tax preparation software.
  • Ability to work independently in a remote environment.

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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