Intuit: Credentialed Tax Professional - Cpa Enrolled Agent Or Attorney - Seasonal Remote
Company: Intuit
Location: San Luis Obispo
Posted on: January 12, 2021
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Job Description:
OverviewAre 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 bringMust 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 or be able to obtain
any related State licenses, certificates, permits or bondsMust
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 230Audit
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 reassuringExcellent verbal and written
communication skillsAbility to work in a fast-paced environment
with minimal supervisionCritical thinking, problem solving,
research skills and determinationBilingual (English/Spanish)
communication skills (written & spoken) a plusFor internal use:
tstHow you will leadThis 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 interactions
Keywords: Intuit, San Luis Obispo , Intuit: Credentialed Tax Professional - Cpa Enrolled Agent Or Attorney - Seasonal Remote, Sales , San Luis Obispo, California
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