Credentialed Tax Expert - CPA, Enrolled Agent or Practicing Attorney Seasonal Remote
Company: Intuit
Location: Long Beach
Posted on: March 25, 2020
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Job Description:
OverviewIf you are a highly motivated individual with an active
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.ResponsibilitiesThis 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 calculationsCreate high
quality customer interactions and experiences that instill
confidence using deep customer empathy, and your deep knowledge and
expertise in the field of tax preparationUtilize and leverage
government websites, professional resources, and team expertise to
seek out and deliver the right answer to the customer using
everyday languageApply defined practices, procedures, and company
policies to troubleshoot and resolve tax advice and preparation
customer inquiriesDocument customer interactionsQualificationsMust
possess active unrestricted credential: EA (Enrolled Agent), CPA
(Certified Public Accountant), or Practicing Attorney with strong
tax preparation experience and extensive knowledge of tax lawsMust
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 Professional Circular 230 judgementAudit
experience a plus (IRS and state tax authorities)Proficient with
technology; solid knowledge of computer operations and softwareMust
have (or be willing to obtain) a dedicated internet connection and
landline phone Strong customer service skills - ability to interact
with customers through video and audio tools in a way that is
professional, friendly and reassuringExcellent verbal and written
communication skillsAbility to work in a fast-paced environment
with minimal supervisionCritical thinking, problem solving, and
determinationBilingual (English/Spanish) communication skills
(written & spoken) a plus For internal use: tst
Keywords: Intuit, Long Beach , Credentialed Tax Expert - CPA, Enrolled Agent or Practicing Attorney Seasonal Remote, Accounting, Auditing , Long Beach, California
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