Tax Preparer / Associate - Seasonal Remote

Company: Intuit
Location: Petaluma
Posted on: January 12, 2022

Job Description:

Join our mission
Intuit is a mission-driven, global financial platform company that gives everyone the opportunity to prosper. With products like TurboTax, QuickBooks and Mint, we're using technology to build solutions to challenging financial problems for millions of people around the world.

Overview
Do you have a minimum of 3 season of paid Tax Preparation experience, with a minimum of 30 tax returns per tax year? If you're a tax professional, we need you to help our customers complete their taxes using TurboTax. You'll advance our goal of "Powering Prosperity Around the World" by providing expert guidance and explanations of tax and technical terms to our customers. You'll also play an important role in our effort to enhance our brand by delighting our customers and empowering them to prepare their taxes.

Job Requirements:
What you'll bring

Minimum 3 season of paid Tax Preparation experience, with a minimum of 30 tax returns per tax year required.

Prior tax preparation experience in a tax practice or retail setting required.

College degree a plus. The ideal candidate will have a background in business, finance, accounting, or tax

Knowledge of tax laws, tax concepts and familiarity with form 1040 and schedules

PTIN required

Ability/motivation to expand expertise and obtain a tax credential or certification - Intuit offers a program to obtain your EA

Strong customer service skills with ability to empathize and instill confidence

Ability to work within a team to assist in preparation of accurate tax returns in a timely manner

Strong Research skills and the ability to quickly use online resources to find answers

Critical thinking and problem solving

Persistence and determination

How you will lead

This is a seasonal position providing assistance to customers both assisting them in preparing their own returns and/or fully preparing customer tax returns

Compiling/preparing tax returns for TurboTax Customers

Gathering/organizing and accurately entering customer data in the federal and state tax returns for review

Communicate directly with the customer as needed

Coordinate customer meetings and follow-up

Communicate updates to credentialed tax experts on assigned customers

Will help customers who are working on their tax return with both product/software inquiries, as well as with tax questions and calculations

Apply defined practices, procedures and company policies to troubleshoot and resolve product and tax support customer inquiries

Will interact with customers utilizing strong written and verbal skills as well as deep customer empathy

Keywords: Intuit, Petaluma , Tax Preparer / Associate - Seasonal Remote, Accounting, Auditing , Petaluma, California