Credentialed Tax Advisor - CPA, Enrolled Agent or Attorney
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 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 plusFor
internal use: tstHow 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 interactionsby Jobble
Keywords: Intuit, San Luis Obispo , Credentialed Tax Advisor - CPA, Enrolled Agent or Attorney, Sales , San Luis Obispo, California
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