Intuit
Full Time
USA


Overview

Join Our Virtual Tax Network!

At
 Intuit, our mission is to power prosperity around the world. Tax
experts support that mission to our TurboTax customers by: providing
valuable guidance, instilling trust and confidence, and building
relationships with clients, all while using state of the art tools and
technology. We are hiring credentialed tax experts (CPA/EA/Practicing
Attorney) to join the largest virtual tax network in the world. Your
strength as a tax professional will allow you to empower and educate
people so that they can lead better lives, and get one step closer to
financial freedom. As a virtual employee, you can decide whether you
prefer to work from your home or your office, and flexible scheduling
means you have a variety of shifts to choose from!

We
are changing the way that people do their taxes, and providing
world-class support from experts across the United States. The way that
 we support our customers is changing, and we want you to be a part of
it! Our tax experts are agile; continually learning, working, and
providing guidance in new and exciting ways.

Responsibilities

  • 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

Qualifications

  • Must
     possess active credential: EA (Enrolled Agent), CPA (Certified Public
    Accountant), or Practicing Attorney with strong tax preparation
    experience and extensive knowledge of tax laws
  • 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
  • Professional Circular 230 judgement
  • 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 internet connection and landline phone
  • 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, and determination
  • Bilingual (English/Spanish) communication skills (written & spoken) a plus