Credentialed Tax Expert - Seasonal Remote
Company: Intuit
Location: Morgan Hill
Posted on: January 15, 2022
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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 If you are a highly
motivated individual with an active unrestricted credential
(CPA/EA/Practicing Attorney) and excellent communication skills, we
need you to help our customers complete their taxes using Intuit
TurboTax products. You will advance our goal of "Powering
Prosperity Around the World" by providing expert guidance and
explanations of tax and technical terms to our customers. You will
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
Must possess active unrestricted credential: EA (Enrolled Agent),
CPA (Certified Public Accountant), or Practicing Attorney with
strong tax preparation experience and extensive knowledge of tax
laws
Must possess or be able to obtain any related State licenses,
certificates, permits or bonds
Must possess active PTIN (Preparer Tax Identification Number)
3 or more years of recent experience preparing federal and state
individual 1040 tax returns for clients/customers, using commercial
tax preparation software
Working knowledge of Circular 230
Audit experience a plus (IRS and state tax authorities)
Proficient with technology; solid knowledge of computer operations
and software
Must have (or be willing to obtain) a dedicated hardwired internet
connection
Strong customer service skills - ability to interact with customers
through video and audio tools in a way that is professional,
friendly and reassuring
Excellent verbal and written communication skills
Ability to work in a fast-paced environment with minimal
supervision
Critical thinking, problem solving, research skills and
determination
Bilingual (English/Spanish) communication skills (written & spoken)
a plus
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How you will lead
This is a seasonal, virtual, customer-facing role; you will be
using our state of the art video communication software (SmartLook)
to interact with customers
Help TurboTax customers who are working on their tax return with 1)
Tax advice, including return preparation and signature when
required; 2) Product/software inquiries, and 3) Tax
calculations
Create high quality customer interactions and experiences that
instill confidence using deep customer empathy, and your deep
knowledge and expertise in the field of tax preparation
Utilize and leverage government websites, professional resources,
and team expertise to seek out and deliver the right answer to the
customer using everyday language
Apply defined practices, procedures, and company policies to
troubleshoot and resolve tax advice and preparation customer
inquiries
Document customer interactions
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Keywords: Intuit, Mountain View , Credentialed Tax Expert - Seasonal Remote, Accounting, Auditing , Morgan Hill, California
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