Tax Expert - CPA or EA

Intuit - Madison, WI

Part-time - Entry Level

Remote - Madison, WI

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services

About the position

Intuit is seeking Tax Experts for the upcoming tax season to assist clients in navigating the complexities of taxation. This role involves providing tax advice, preparing tax returns, and managing inquiries related to Intuit TurboTax products. The position offers the flexibility of working 100% remotely while collaborating with a dedicated team.

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.
• Interact with customers through video communication software and document 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.
• Active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience.
• Extensive knowledge of tax laws and an active Preparer Tax Identification Number (PTIN).
• Excellent customer service skills and ability to interact with customers in a professional manner.

Nice-to-haves

• Experience with video communication tools for customer interaction.

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