Tax Professional, CPA

Intuit - San Francisco, CA

Part-time - Entry Level

Remote - San Francisco, CA

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 customers in completing their taxes using Intuit TurboTax products. This role offers the opportunity to work 100% remotely while collaborating with a dedicated team. Tax Experts will provide tax advice, full service return preparation, and manage product inquiries, all while enhancing customer satisfaction and navigating the complexities of taxation.

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 of customer communications.

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 in a professional manner.

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.