Credentialed Tax Advisor - CPA - Remote - 3+ tax seasons experience required
Company: Intuit
Location: San Diego
Posted on: January 15, 2021
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Job Description:
Job DescriptionOverview 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 Diego , Credentialed Tax Advisor - CPA - Remote - 3+ tax seasons experience required, Other , San Diego, California
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