Intuit - Rochester, MN

posted 3 months ago

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

About the position

Intuit is seeking Tax Associates for the upcoming tax season. This position offers the flexibility of working 100% remotely, allowing you to collaborate with an exceptional team from the comfort of your home or office. As a Tax Associate, you will play a crucial role in helping clients navigate the complexities of taxation, ensuring they receive the best possible service while preparing their taxes. You will be responsible for providing tax advice, full-service return preparation, tax calculations, and managing product/software inquiries. Your interactions with customers will be conducted through state-of-the-art video communication software, where you will maintain a professional, friendly, and confident demeanor. This role requires a minimum of 20 hours of work per week, and you will be expected to document all interactions to maintain accurate records. You will also need to possess or be able to obtain any related state licenses, certificates, permits, or bonds, as well as an active Preparer Tax Identification Number (PTIN).

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

  • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns.
  • Experience using commercial tax preparation software.
  • Possess or be able to obtain any related state licenses, certificates, permits, or bonds.
  • Active Preparer Tax Identification Number (PTIN).
  • Dedicated hardwired internet connection that meets Intuit Security criteria.

Nice-to-haves

  • Excellent customer service skills.
  • Ability to interact with customers through video and audio tools in a professional manner.

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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