Virtual Experienced Tax Expert I
Company: Intuit
Location: San Diego
Posted on: January 15, 2021
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Job Description:
Overview Do you have a minimum of 3 season of paid Tax
Preparation experience, with a minimum of 30 tax returns per tax
year? If you're a tax professional, we need you to help our
customers complete thier 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 * Minimum 3 season of
paid Tax Preparation experience, with a minimum of 30 tax returns
per tax year required.* Prior tax preparation experience in a tax
practice or retail setting required.* College degree a plus. The
ideal candidate will have a background in business, finance,
accounting, or tax* Knowledge of tax laws, tax concepts and
familiarity with form 1040 and schedules* PTIN required*
Ability/motivation to expand expertise and obtain a tax credential
or certification - Intuit offers a program to obtain your EA*
Strong customer service skills with ability to empathize and
instill confidence* Ability to work within a team to assist in
preparation of accurate tax returns in a timely manner* Strong
Research skills and the ability to quickly use online resources to
find answers* Critical thinking and problem solving* Persistence
and determination* Willingness to utilize audio/visual tools to
communicate with customers* Comfortable interacting with customers
through video, in a professional way that represents the Intuit
TurboTax brand well* Friendly and reassuring on camera * Bilingual
(English/Spanish) communication skills (written & spoken) a plus
For internal use: tst assoc How you will lead * This is a seasonal
position providing assistance to customers both assisting them in
preparing their own returns and/or fully preparing customer tax
returns* Compiling/preparing tax returns for TurboTax Customers*
Gathering/organizing and accurately entering customer data in the
federal and state tax returns for review* Communicate directly with
the customer as needed* Coordinate customer meetings and follow-up*
Communicate updates to credentialed tax experts on assigned
customers* Will help customers who are working on their tax return
with both product/software inquiries, as well as with tax questions
and calculations* Apply defined practices, procedures and company
policies to troubleshoot and resolve product and tax support
customer inquiries* Will interact with customers utilizing strong
written and verbal skills as well as deep customer empathy Typical
Deliverables: * Accurate and complete customer data entered in tax
returns for credentialed tax expert review* High quality customer
interactions and experiences* Application of defined practices,
procedures and company policies to troubleshoot, resolve issues and
address routine Tax Support customer questions* Proficient with
technology and solid knowledge of computer operations and
software.* Utilize and leverage government websites and toolkits to
seek out and deliver the right answer to the customer* Document
customer interactions* Represent the Intuit TurboTax brand and
spirit by demonstrating empathy for the customer, empowering and
partnering with the customer, personalizing the experience, and
providing them the confidence that they can do their own taxes
Keywords: Intuit, San Diego , Virtual Experienced Tax Expert I, Other , San Diego, California
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