Credentialed Tax Advisor

Company: Intuit
Location: San Luis Obispo
Posted on: January 9, 2021

Job Description:

Overview Are you a credentialed CPA, EA, or practicing attorney? Or do you have a minimum 3 season of paid Tax Preparation experience with a minimum of 30 tax returns per tax year? If you're one of tax professionals, we need you to help our customers complete their taxes using TurboTax. You'll advance our goal of "Powering Prosperity Around the World" by providing expert guidance and explanations of tax and technical terms to our customers. You'll 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, San Luis Obispo , Credentialed Tax Advisor, Accounting, Auditing , San Luis Obispo, California