Intuit - Covington, KY

posted 3 months ago

Part-time - Entry Level
Remote - Covington, KY
Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services

About the position

Intuit is seeking dedicated Tax Associates for the upcoming tax season, offering a unique opportunity to work 100% remotely. This position is ideal for individuals with an active Preparer Tax Identification Number (PTIN) who are passionate about helping clients navigate the complexities of taxation. As a Tax Associate, you will play a crucial role in assisting customers with their tax preparation needs using Intuit TurboTax products. Your responsibilities will include providing tax advice, preparing full service returns, performing tax calculations, and managing inquiries related to the product and software. You will be part of an exceptional team, collaborating virtually to deliver outstanding service to our clients from the comfort of your home or office. In this role, you will utilize various resources, including government websites and professional tools, to ensure that you provide accurate and helpful information to customers. Your interactions will be conducted through state-of-the-art video communication software, allowing you to engage with clients in a professional, friendly, and confident manner. You will also be responsible for documenting all customer interactions to maintain accurate records, which is essential for compliance and quality assurance. This position not only allows you to enhance your skills in tax preparation but also contributes to Intuit's mission of "Powering Prosperity Around the World."

Responsibilities

  • Assist customers in completing 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 customer interactions to maintain accurate records.

Requirements

  • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns 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.
  • Willing and available to work a minimum of 20 hours per week.

Nice-to-haves

  • Excellent customer service skills.
  • Ability to interact with customers through video and audio tools in a professional manner.
  • Passion for helping clients navigate taxation complexities.

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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