Intuit - Warwick, NY

posted 2 months ago

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

About the position

Intuit is seeking Tax Experts for the upcoming tax season. This position offers the opportunity to work 100% remotely, allowing you to collaborate with an exceptional team from the comfort of your home or office. As a Tax Expert, you will play a crucial role in helping customers navigate the complexities of taxation by providing tax advice, full-service return preparation, and managing product/software inquiries. You will utilize Intuit TurboTax products to assist customers in completing their taxes, ensuring they receive the best possible service and support. Your interactions will be conducted through state-of-the-art video communication software, where you will engage with customers in a professional, friendly, and confident manner. This role requires a commitment to enhancing the Intuit brand by delighting customers and empowering them to prepare their taxes effectively. To succeed in this role, you must have a minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns using commercial tax preparation software. You should possess an active, unrestricted credential such as EA, CPA, or Practicing Attorney, along with strong tax preparation experience and extensive knowledge of tax laws. Additionally, you will need to have an active Preparer Tax Identification Number (PTIN). This position requires excellent customer service skills and a willingness to interact with customers through video and audio tools. You must also have (or be willing to obtain) a dedicated hardwired internet connection that meets Intuit's security criteria and be available to work a minimum of 20 hours per week.

Responsibilities

  • Help customers complete their taxes using Intuit TurboTax products.
  • Provide tax advice and full-service return preparation.
  • Manage product/software inquiries and tax calculations.
  • 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 with commercial tax preparation software.
  • Familiarity with video communication 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.
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