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Credentialed Virtual Tax Professional - CPA, Enrolled Agent or Attorney

Company: Intuit
Location: Santa Barbara
Posted on: November 4, 2019

Job Description:

Overview

If you are a highly motivated individual with an active 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.

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

This is a seasonal customer facing position providing Tax Advice, Tax Return Review and Preparation for Individual Federal and State tax returns for TurboTax Customers
Help customers as they work on their tax return with tax advice, return preparation (including signature as needed), product/software inquiries, and tax calculations
Apply defined practices, procedures and company policies to troubleshoot and resolve customer tax questions and preparation of returns. High quality interactions with customers utilizing strong written and verbal skills as well as deep customer empathy
Tax returns prepared, signed and delivered to customer
Utilize and leverage government websites, professional resources and team expertise 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





For internal use: tst

Keywords: Intuit, Santa Barbara , Credentialed Virtual Tax Professional - CPA, Enrolled Agent or Attorney, Sales , Santa Barbara, California

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