Qualifications
As a Tax Associate, you 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 are passionate about helping clients navigate the complexities of taxation, and you’re committed to enhancing our brand by delighting our customers and empowering them to prepare their taxes
You must possess or be able to obtain any related State licenses, certificates, permits, or bonds and an active Preparer Tax Identification Number (PTIN)
Must have (or be willing to obtain) a dedicated hardwired internet connection that meets Intuit Security criteria
Must be willing and available to work a minimum of 20 hours per week
For internal use: tst assoc
Benefits
Company 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 and free copy of TurboTax Live
As part of this position, you have the opportunity to work 100% remotely, collaborating with an exceptional team from the comfort of your home or office
Responsibilities
You possess excellent customer service skills, and you are excited to interact with customers through video and audio tools in a professional, friendly, and confident manner
In this role, you will help our customers complete their taxes using Intuit TurboTax products
By providing tax advice, full service return preparation, tax calculations, and managing product/software inquiries, you will be working toward advancing our goal of “Powering Prosperity Around the World.”
You will utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language
This is a virtual, customer-facing role, so you will use our state of the art video communication software to interact with customers, and you will document interactions to maintain accurate records