Intuit - Morgantown, WV

posted 3 months ago

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

About the position

Intuit is seeking Tax Associates for the upcoming tax season, specifically targeting individuals with a minimum of 2 years of paid experience in tax preparation. This fully remote position allows you to work from the comfort of your home or office while collaborating with an exceptional team. As a Tax Associate, you will be responsible for assisting clients in navigating the complexities of taxation, particularly in filing federal and state individual 1040 tax returns. You will utilize commercial tax preparation software to ensure accurate and efficient tax filing for clients. Your role will involve providing tax advice, full-service return preparation, and managing product inquiries related to Intuit TurboTax products. You will also be expected to maintain a professional demeanor while interacting with customers through video and audio tools, ensuring a friendly and confident approach to customer service. This position requires a commitment to working a minimum of 20 hours per week and obtaining any necessary state licenses and an active Preparer Tax Identification Number (PTIN).

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.
  • Experience using commercial tax preparation software.
  • Possession of an active Preparer Tax Identification Number (PTIN).
  • Ability to obtain any related state licenses, certificates, permits, or bonds.
  • Dedicated hardwired internet connection that meets Intuit Security criteria.
  • Willingness to work a minimum of 20 hours per week.

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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