Intuit - San Bernardino, CA

posted 2 months ago

Part-time - Mid Level
Remote - San Bernardino, CA
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 with an active PTIN and unrestricted credentials such as 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 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 advancing Intuit's goal of "Powering Prosperity Around the World." You will utilize government websites, professional resources, and team expertise to seek out and deliver the right answers to customers in everyday language. This is a virtual, customer-facing role, requiring excellent customer service skills and the ability to interact with customers through video and audio tools in a professional, friendly, and confident manner.

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

Nice-to-haves

  • Experience using 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
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