Intuit - Tampa, FL

posted 2 months ago

Part-time - Mid Level
Remote - Tampa, FL
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 providing excellent customer service. 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 customers 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 and document all interactions to maintain accurate records. To be successful in this position, you should 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 be interacting with customers through video and audio tools in a professional, friendly, and confident manner. You must also be willing to work a minimum of 20 hours per week and have a dedicated hardwired internet connection that meets Intuit's security criteria.

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.

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 interact with customers through video and audio tools.

Benefits

  • 401(k) savings plan with Intuit matching
  • Paid sick leave
  • Employee stock purchase plan
  • Employee assistance program
  • Product discounts
  • Free copy of TurboTax Live
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