Tax Expert - CPA or EA

Intuit - Milwaukee, WI

Part-time - Entry Level

Remote - Milwaukee, WI

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

About the position

Intuit is seeking Tax Experts for the upcoming tax season. This role involves assisting clients with their tax preparation using Intuit TurboTax products, providing tax advice, and ensuring accurate return preparation. The position is fully remote, allowing for collaboration with a team from home or office, and requires a commitment to customer service and tax law expertise.

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.

Requirements

• Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns.
• Active, unrestricted credential: EA, CPA, or Practicing Attorney.
• Strong tax preparation experience and extensive knowledge of tax laws.
• Active Preparer Tax Identification Number (PTIN).
• Excellent customer service skills.

Nice-to-haves

• Experience using commercial tax preparation software.
• Ability to interact with customers through video and audio tools.

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