SanLuisObispoRecruiter Since 2001
the smart solution for San Luis Obispo jobs

Credentialed Tax Advisor - CPA, Enrolled Agent or Attorney

Company: Intuit
Location: San Luis Obispo
Posted on: February 5, 2020

Job Description:

Overview If 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. Responsibilities

  • 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 Qualifications
    • This is a seasonal customer facing position providing Tax Advice, Tax Return Review and Preparation for Individual Federal and State tax returns for TurboTax Customers
    • Help customers as they work on their tax return with tax advice, return preparation (including signature as needed), product/software inquiries, and tax calculations
    • Apply defined practices, procedures and company policies to troubleshoot and resolve customer tax questions and preparation of returns. High quality interactions with customers utilizing strong written and verbal skills as well as deep customer empathy
    • Tax returns prepared, signed and delivered to customer
    • Utilize and leverage government websites, professional resources and team expertise to seek out and deliver the right answer to the customer
    • Document customer interactions
    • Represent the Intuit TurboTax brand and spirit by demonstrating empathy for the customer, empowering and partnering with the customer, personalizing the experience, and providing them the confidence that they can do their own taxes For internal use: tst

Keywords: Intuit, San Luis Obispo , Credentialed Tax Advisor - CPA, Enrolled Agent or Attorney, Accounting, Auditing , San Luis Obispo, California

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Accounting, Auditing Jobs


Accounting Manager
Description: Accounting Manager in Santa Barbara, CA at VoltDate Posted: 2/12/2020Job Snapshot ul li Employee Type: Contingent li Location: Santa Barbara, CA li Job Type: Accounting li Duration: 0 weeks (more...)
Company: Volt Workforce Solutions
Location: Santa Barbara
Posted on: 02/17/2020

Remote Credentialed Tax Professional
Description: OverviewIf you are a highly motivated individual with an active credential CPA x2F EA x2F Practicing Attorney and excellent communication skills, we need you to help our customers complete their taxes (more...)
Company: Intuit
Location: Santa Maria
Posted on: 02/17/2020

Credentialed Tax Advisor - CPA, Enrolled Agent or Attorney
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 (more...)
Company: Intuit
Location: Santa Barbara
Posted on: 02/17/2020


Accounts Payable and Receivable Coordinator
Description: PathPoint, a leader in providing support services that empower people with disabilities, mental illness, and disadvantages to be valued members of our community, is seeking an Accounts Payable and Receivable (more...)
Company: PathPoint
Location: Santa Barbara
Posted on: 02/17/2020

Credentialed Tax Expert - CPA
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 (more...)
Company: Intuit
Location: Bakersfield
Posted on: 02/17/2020

Credentialed Tax Advisor - CPA, Enrolled Agent or Attorney
Description: OverviewIf you are a highly motivated individual with an active credential CPA x2F EA x2F Practicing Attorney and excellent communication skills, we need you to help our customers complete their taxes (more...)
Company: Intuit
Location: Santa Barbara
Posted on: 02/17/2020

Bookkeeper/Accounting Staff
Description: DescriptionAn Industry Leading custom home builder is looking for a Bookkeeper/Staff Accountant/Accounting Professional to join their Accounting staff in beautiful Santa Barbara California. This is a (more...)
Company: Robert Half Finance & Accounting
Location: Santa Barbara
Posted on: 02/17/2020

Equipment Finance Specialty Markets Manager
Description: Job Description br br Important Note: During the application process, ensure your contact information email and phone number is up to date and upload your current resume prior to submitting your (more...)
Company: Wells Fargo Bank
Location: Bakersfield
Posted on: 02/17/2020

Bookkeeping Clerk
Description: About UsJoin our Winning Team today and start your ownership journey --WinCo Foods is a family of 20,000 employee-owners, with 126 grocery stores and our own distribution and transportation network operating (more...)
Company: WinCo Foods
Location: Bakersfield
Posted on: 02/17/2020

Credentialed Tax Advisor - CPA, Enrolled Agent or Attorney
Description: OverviewIf you are a highly motivated individual with an active credential CPA x2F EA x2F Practicing Attorney and excellent communication skills, we need you to help our customers complete their taxes (more...)
Company: Intuit
Location: Santa Maria
Posted on: 02/17/2020

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

San Luis Obispo RSS job feeds