Intuit - Charleston, SC

posted 3 months ago

Part-time - Mid Level
Remote - Charleston, SC
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 opportunity to work 100% remotely, allowing you to collaborate with an exceptional team from the comfort of your home or office. As a Tax Associate, you will be responsible for helping customers complete their taxes using Intuit TurboTax products. This includes providing tax advice, full-service return preparation, tax calculations, and managing product/software inquiries. You will be working towards advancing our goal of 'Powering Prosperity Around the World.' In this role, you will utilize government websites, professional resources, and team expertise to seek out and deliver the right answers to customers using everyday language. You will interact with customers through video and audio tools in a professional, friendly, and confident manner. It is essential to maintain accurate records of customer interactions and document all communications effectively. To be successful in 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. You should possess excellent customer service skills and be passionate about helping clients navigate the complexities of taxation. Additionally, you must have 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 of customer communications.

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).
  • 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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