Intuit - Rochester, NY

posted 2 months ago

Part-time - Entry Level
Remote - Rochester, NY
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 offers the opportunity to work 100% remotely, allowing you to collaborate with an exceptional team from the comfort of your home or office. As a Tax Expert, you will play a crucial role in helping customers navigate the complexities of taxation, providing them with the necessary support to complete their taxes using Intuit TurboTax products. You will be responsible for delivering tax advice, full-service return preparation, tax calculations, and managing product/software inquiries. Your work will contribute to advancing Intuit's goal of "Powering Prosperity Around the World." In this virtual, customer-facing role, you will utilize state-of-the-art video communication software to interact with customers. You will document interactions to maintain accurate records and ensure that customers receive the best possible service. To be successful in this role, you must possess excellent customer service skills and be excited to engage with customers through video and audio tools in a professional, friendly, and confident manner. This position requires a minimum of 20 hours of work per week, and you must have (or be willing to obtain) a dedicated hardwired internet connection that meets Intuit's security criteria. If you have an active PTIN and unrestricted credential (CPA/EA/Practicing Attorney), and you are passionate about helping clients with their tax needs, we would love to connect with you!

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 engagements.

Requirements

  • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns using commercial tax preparation software.
  • Possess an 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 video communication tools.
  • 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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