Tax Advisor

Intuit - San Jose, CA

Part-time - Entry Level

Remote - San Jose, 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 is fully remote, allowing for collaboration with a dedicated team from home or office. The Tax Expert will provide tax advice, full service return preparation, and manage product inquiries, all while enhancing customer satisfaction and brand loyalty.

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 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.