Enter your search term above OR select from the following categories:
- Software Engineering
- Data
- Design & User Experience
- Product Management
- Tax
- Bookkeeping
- Administration
- Business Development
- Corporate Strategy & Development
- Customer Service & Support
- Executive
- Finance & Operations
- General Management
- Human Resources
- Information Technology
- Interns & New College Grads
- Legal
- Marketing
- Project & Program Management
- Real Estate & Workplace Services
- Sales
Tax Associate - Work from Home
Location(s): Available to work remotely throughout the United States, including these locationsOverview
Do you have a minimum of 3 seasons 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.
To apply just click Get Started and fill out our short application form.
At a Glance
About This Role
As a Tax Associate with Intuit you'll work directly with our customers to answer simple tax questions to help them prepare their returns. You'll have access to our virtual tools and resources, as well as opportunities to collaborate with experts and provide updates on assigned customers. This role includes several administrative tasks to support your work, like data entry and compiling and tagging documents for tax return prep. At the end of the season we offer opportunities to work with us again for following seasons.
- Minimum 3 seasons 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
- Strong customer service skills with ability to empathize and instill confidence
- Ability/motivation to expand expertise and obtain a tax credential or certification - Intuit offers a program to obtain your EA
- Knowledge of tax laws, tax concepts and familiarity with form 1040 and schedules
- PTIN required
Benefits
401(k) savings plan with Intuit matching
Employee Stock Purchase Plan
Employee Assistance Program
Paid sick leave
Intuit provided E&O insurance
Product discounts and free copy of TurboTax Live
Company Overview
Intuit is a global technology platform that helps consumers and small businesses overcome their most important financial challenges. Serving more than 100 million customers worldwide with TurboTax, Credit Karma, QuickBooks, and Mailchimp, we believe that everyone should have the opportunity to prosper. We never stop working to find new, innovative ways to make that possible.
Job Overview
Do you have a minimum of 3 seasons 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.
Qualifications
- Minimum of 3 seasons 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
- Willingness to utilize audio/visual tools to communicate with customers
- Comfortable interacting with customers through video, in a professional way that represents the Intuit TurboTax brand well
- Friendly and reassuring on camera
- Bilingual (English/Spanish) communication skills (written & spoken) a plus
For internal use: tst assoc
Responsibilities
- 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
Typical Deliverables:
- Accurate and complete customer data entered in tax returns for credentialed tax expert review
- High quality customer interactions and experiences
- Application of defined practices, procedures and company policies to troubleshoot, resolve issues and address routine Tax Support customer questions
- Proficient with technology and solid knowledge of computer operations and software.
- Utilize and leverage government websites and toolkits to seek out and deliver the right answer to the customer
- Document customer interactions
- Represent the Intuit TurboTax brand and spirit by demonstrating empathy for the customer, empowering and partnering with the customer, personalizing the experience, and providing them the confidence that they can do their own taxes
Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is NY $19.90 - $27.20, CO $19.00 - $25.90, CA $19.90 - $27.20, WA $19.00 - $25.90. This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.
"When I encounter a technical problem, I feel driven to find a solution that is simple, human, and easy to understand."
"It’s important to always strive for improvement, even if you’re already in a good place."
"Our goal at Intuit is to solve challenging financial problems for millions of people. It’s satisfying to design awesome solutions knowing that you’re helping people around the world achieve their dreams of prosperity."
"One of the things that stands about Intuit is the impact that we have on our customers. Whether it's helping them yearly with their taxes or every day with their finances, it is truly satisfying to know that we’re using our resources and knowledge to power prosperity for millions of people around the world."
"At Intuit, we have the unique opportunity to empower millions of communities around the world by helping small business owners, individuals, and the self-employed succeed and accomplish their dreams of prosperity. There’s nothing else like it."
"I really felt drawn to Intuit because it's a place where I feel like I can make super meaningful impact on customers’ lives and their day-to-day. Finances are tricky and it’s emotional and stressful, and if I can help lift that burden off of someone, I feel like it’s worth it."
"Working at Intuit is satisfying because our goal is not to get customers to spend as much time on our products. We want to make their financial lives easier whether it's filling out taxes or helping small businesses operate. It's a great combination of experimenting with new technology while also staying close to tangible problems for real people."
"Designing at Intuit feels special because we're not just making things to make things. We're tackling real, consequential financial problems voiced by small businesses, self-employed, and individuals around the world. I'm grateful to have such a worthy and motivating mission when I go to work – powering prosperity around the world."
"Working at Intuit is satisfying because our goal is not to get customers to spend as much time on our products. We want to make their financial lives easier whether it's filling out taxes or helping small businesses operate. It's a great combination of experimenting with new technology while also staying close to tangible problems for real people."
"Our goal at Intuit is to solve challenging financial problems for millions of people. It’s satisfying to design awesome solutions knowing that you’re helping people around the world achieve their dreams of prosperity."
"One of the things that stands about Intuit is the impact that we have on our customers. Whether it's helping them yearly with their taxes or every day with their finances, it is truly satisfying to know that we’re using our resources and knowledge to power prosperity for millions of people around the world."
"At Intuit, we have the unique opportunity to empower millions of communities around the world by helping small business owners, individuals, and the self-employed succeed and accomplish their dreams of prosperity. There’s nothing else like it."
"I really felt drawn to Intuit because it's a place where I feel like I can make super meaningful impact on customers’ lives and their day-to-day. Finances are tricky and it’s emotional and stressful, and if I can help lift that burden off of someone, I feel like it’s worth it."
"One of the things that stands out about Intuit is the impact that we have on our customers. Whether it's helping them yearly with their taxes or every day with their finances, it is truly satisfying to know that we’re using our resources and knowledge to power prosperity for millions of people around the world."
"By feeding our customers' data through machine learning algorithms, we uncover valuable insights that empower millions of customers to feel more confident about their financial future."
"Our goal at Intuit is to solve challenging financial problems for millions of people. It’s satisfying to design awesome solutions knowing that you’re helping people around the world achieve their dreams of prosperity."
"At Intuit, we have the unique opportunity to empower millions of communities around the world by helping small business owners, individuals, and the self-employed succeed and accomplish their dreams of prosperity. There’s nothing else like it."
"We use the latest Native frameworks for iOS and Android to deliver a truly delightful mobile-first experience for our customers. I love that we're enabling millions of customers to improve their financial health, all under a world-class mobile experience."
"Our goal at Intuit is to solve challenging financial problems for millions of people. It’s satisfying to design awesome solutions knowing that you’re helping people around the world achieve their dreams of prosperity."
"One of the things that stands out about Intuit is the impact that we have on our customers. Whether it's helping them yearly with their taxes or every day with their finances, it is truly satisfying to know that we’re using our resources and knowledge to power prosperity for millions of people around the world."
"It's a great feeling knowing that when you push out a new feature or fix, our customers notice it and really love the work that we do! Here at Intuit, not only do we have the freedom to work with the newest technologies, but we value solving challenging financial problems for our customers above everything else."
"One of my favorite aspects of this role is that my work is helping small business owners achieve their business goals by solving complex financial problems. It's gratifying to know that the work that I'm doing directly impacts consumers and makes their lives easier so that they can focus their energy on growing their business."
"At Intuit, we have the unique opportunity to empower millions of communities around the world by helping small business owners, individuals, and the self-employed succeed and accomplish their dreams of prosperity. There’s nothing else like it."
Hear from our employees
Conrad De Peuter
Senior Data Scientist - Machine Learning Futures Group
Conrad leverages tools like natural language processing and machine learning to help tax analysts and small business owners use TurboTax and QuickBooks more efficiently. For Conrad, Intuit is a great place to learn, grow, and take full ownership of your career path.
Award-winning culture, best-in-class benefits
Culture and values
Intuit's company culture is rooted in our core values, which promote an innovative and inclusive environment where diverse perspectives and new ideas are celebrated.
More about Intuit life play_arrow
Benefits we offer
People who give their best deserve the best in return. We offer rewards that include everything you’d expect, and even more that you wouldn’t. Enjoy the best in class perks and benefits at Intuit.
More about our benefits play_arrow
Hiring process
From set-up to sign-off, everything you need to know for a successful interview with Intuit, including how to request reasonable interview accommodations.
More about our hiring process play_arrow
Our culture and entrepreneurial spirit have earned us a spot on “Best Companies to Work For” lists year after year. Join us in our mission to power prosperity around the world.
EOE AA M/F/Vet/Disability. Intuit will consider for employment qualified applicants with criminal histories in a manner consistent with requirements of local law.
Related Content
-
Intuit Tax & Bookkeeping Experts
Personalize your tax & bookkeeping career to fit your life.
-
TurboTax Blog
Stay up to speed with the latest tax tips, news, and product features from the TurboTax team.
-
Corporate Responsibility at Intuit
We're dedicated to making a positive impact for our team, our environment, and our community.