Tax Professional & Preparer or Credentialed Tax Expert - Seasonal Remote
Company: Intuit
Location: Daly City
Posted on: January 12, 2021
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Job Description:
Join our missionIntuit 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.OverviewIf 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 plusHow
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, Daly City , Tax Professional & Preparer or Credentialed Tax Expert - Seasonal Remote, Other , Daly City, California
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