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Remote Tax Advisor - CPA, Enrolled Agent or Attorney

Company: Intuit
Location: Santa Barbara
Posted on: September 23, 2018

Job Description:

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

      Keywords: Intuit, Santa Barbara , Remote Tax Advisor - CPA, Enrolled Agent or Attorney, Sales , Santa Barbara, California

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