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. 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.
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.
PTIN required
Ability/motivation to expand expertise and obtain a tax credential or certification
Customer Service skills
Research skills
Time Management Skills
Data analysis and reporting skills
Bilingual (English/Spanish)
Verbal communication
Driven and self-motivated
Prioritizing skills
written communication
Adaptability
Detail oriented and highly organized
According to JobzMall, the average salary range for a Tax Associate is $50,000 to $75,000 per year. This range may vary depending on the job position, level of experience, and the specific employer. In addition, salaries may be higher in certain areas of the country due to the cost of living or other factors.
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Intuit Inc. is an American business and financial software company that develops and sells financial, accounting, and tax preparation software and related services for small businesses, accountants, and individuals. The company operates through the following segments: Small Business, Consumer Tax, and ProConnect. The Small Business segment targets small businesses and the accounting professionals. It offers QuickBooks financial and business management online services and desktop software; payroll solutions; and payment processing services. The Consumer Tax segment includes TurboTax income tax preparation products and services. The ProConnect segment provides professional tax offerings, which include Lacerte, ProSeries, ProFile, and ProConnect Tax Online among professional accountants in the U.S. and Canada.

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