Tax Professional & Preparer or Credentialed Tax Expert --- Seasonal Remote
Company: Intuit
Location: Lake Elsinore
Posted on: January 11, 2021
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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 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
Keywords: Intuit, Lake Elsinore , Tax Professional & Preparer or Credentialed Tax Expert --- Seasonal Remote, Accounting, Auditing , Lake Elsinore, California
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