Credentialed Tax Expert - CPA

Company: Intuit
Location: San Luis Obispo
Posted on: November 16, 2020

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, San Luis Obispo , Credentialed Tax Expert - CPA, Other , San Luis Obispo, California