Credentialed Tax Advisor - CPA - Remote
Company: Intuit
Location: Highland
Posted on: October 19, 2020
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Job Description:
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. 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 For internal use: tst 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, Highland , Credentialed Tax Advisor - CPA - Remote, Other , Highland, California
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