Intuit - Ontario, CA

posted 3 months ago

Part-time - Mid Level
Remote - Ontario, CA
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 fully 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, providing them with the necessary support to prepare their taxes accurately and efficiently. You will be responsible for filing federal and state individual 1040 tax returns, utilizing commercial tax preparation software, and ensuring that clients receive the best possible service. In this role, you will engage with customers through video and audio tools, delivering tax advice, full-service return preparation, and tax calculations. Your interactions will be documented to maintain accurate records, and you will leverage government websites and professional resources to provide the right answers to customer inquiries. This position requires a commitment to customer service excellence and a passion for helping clients succeed in their tax preparation efforts. To be successful in this role, you must possess or be able to obtain any related state licenses, certificates, permits, or bonds, as well as an active Preparer Tax Identification Number (PTIN). You will also need a dedicated hardwired internet connection that meets Intuit's security criteria. This is a part-time position, requiring a minimum of 20 hours of work per week, and it is essential that you have at least 2 years of paid experience in tax preparation, specifically filing 30 or more federal and state individual tax returns.

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 engagements.

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.
  • Willingness to obtain any related state licenses, certificates, permits, or bonds.
  • Dedicated hardwired internet connection that meets Intuit Security criteria.

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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