Credentialed Tax Expert - CPA
Company: Intuit
Location: Santa Barbara
Posted on: January 10, 2021
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Job Description:
Overview 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, Santa Barbara , Credentialed Tax Expert - CPA, Other , Santa Barbara, California
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