Intuit - Billings, MT

posted 3 months ago

Part-time - Mid Level
Remote - Billings, MT
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 clients navigate the complexities of taxation, providing tax advice, full service return preparation, and managing product/software inquiries. You will utilize Intuit TurboTax products to assist customers in completing their taxes, ensuring that they receive the best possible service and support. Your role will involve filing 30 or more federal and state individual 1040 tax returns using commercial tax preparation software, and you will be expected to maintain accurate records of customer interactions. This position requires a commitment to customer service and a passion for helping clients succeed in their tax preparation efforts. You will also be expected 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 of customer communications.

Requirements

  • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns.
  • Active Preparer Tax Identification Number (PTIN).
  • Excellent customer service skills.
  • Ability to interact with customers through video and audio tools in a professional manner.
  • Dedicated hardwired internet connection that meets Intuit Security criteria.

Nice-to-haves

  • Experience with commercial tax preparation software.
  • Additional state licenses or certifications related to tax preparation.

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
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service