Create a Job Alert.

Enter your email below to save this search and receive job recommendations for similar positions.
Thank you. We'll send jobs matching these to
You already suscribed to this job alert.
Privacy Policy
No Thanks
US
What job do you want?
Apply to this job.
Think you're the perfect candidate?
Apply on company site

You’re being taken to an external site to apply.

Enter your email below to receive job recommendations for similar positions.
Privacy Policy
No Thanks
Tax Professional & Preparer or Credentialed Tax Expert – Seasonal Remote at Intuit

Tax Professional & Preparer or Credentialed Tax Expert – Seasonal Remote

Intuit Jackson, WY Seasonal/Temp
Apply on company site

Create Job Alert.

Get similar jobs sent to your email

Save
Job Details

Join our mission


Intuit is a mission-driven, global financial platform company that gives everyone the opportunity to prosper. With products like TurboTax, QuickBooks and Mint, we’re using technology to build solutions to challenging financial problems for millions of people around the world.


 


Overview


If you are a highly motivated individual with an active unrestricted credential (CPA/EA/Practicing Attorney) and excellent communication skills, we need you to help our customers complete their taxes using Intuit TurboTax products. You will advance our goal of “Powering Prosperity Around the World” by providing expert guidance and explanations of tax and technical terms to our customers. You will 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


 


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


 

Recommended skills

Certified Public Accountant
Enrolled Agent
Tax Laws
Tax Policy
Tax Preparation
Tax Return
Apply to this job.
Think you're the perfect candidate?
Apply on company site

Help us improve CareerBuilder by providing feedback about this job: Report this job

Report this Job

Once a job has been reported, we will investigate it further. If you require a response, submit your question or concern to our Trust and Site Security Team
Cancel

Job ID: Nov11020_CB3541

CareerBuilder TIP

For your privacy and protection, when applying to a job online, never give your social security number to a prospective employer, provide credit card or bank account information, or perform any sort of monetary transaction. Learn more.

By applying to a job using CareerBuilder you are agreeing to comply with and be subject to the CareerBuilder Terms and Conditions for use of our website. To use our website, you must agree with the Terms and Conditions and both meet and comply with their provisions.