Tax Associate - Work from Home

Posted 1 day agoViewed

💎 Seniority level: Junior, 2 years

📍 Location: United States

⏳ Experience: 2 years

🪄 Skills: Microsoft ExcelCustomer serviceAccountingAttention to detailOrganizational skillsWritten communicationComplianceExcellent communication skillsAdaptabilityMS OfficeVerbal communicationActive listeningData entryFinancial analysisCustomer supportBookkeeping

Requirements:

2 years of paid experience filing 30 or more federal and state individual 1040 tax returns, using commercial tax preparation software
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) internet connection that meets Intuit Security criteria
Must be available to work a minimum of 20 hours per week, spread across three or more days

Responsibilities:

Help customers complete their taxes using Intuit TurboTax products
Provide tax advice
Provide full service return preparation
Provide tax calculations
Manage product/software inquiries
Maintain sensitive customer information
Utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer
Use video communication software to interact with customers
Document interactions to maintain accurate records
Interact with customers and team members in a professional manner while adhering to and promoting Intuit’s operating values

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