Intuit: Work From Home Credentialed Tax Professional
Company: Intuit
Location: Appleton
Posted on: September 15, 2020
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Job Description:
OverviewIf 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 bringMust possess active
unrestricted credential: EA (Enrolled Agent), CPA (Certified Public
Accountant), or Practicing Attorney with strong tax preparation
experience and extensive knowledge of tax lawsMust possess or be
able to obtain any related State licenses, certificates, permits or
bondsMust 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 230Audit
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 reassuringExcellent verbal and written
communication skillsAbility to work in a fast-paced environment
with minimal supervisionCritical thinking, problem solving,
research skills and determinationBilingual (English/Spanish)
communication skills (written & spoken) a plusFor internal use:
tstHow you will leadThis 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 calculationsCreate high
quality customer interactions and experiences that instill
confidence using deep customer empathy, and your deep knowledge and
expertise in the field of tax preparationUtilize and leverage
government websites, professional resources, and team expertise to
seek out and deliver the right answer to the customer using
everyday languageApply defined practices, procedures, and company
policies to troubleshoot and resolve tax advice and preparation
customer inquiriesDocument customer interactions
Keywords: Intuit, Appleton , Intuit: Work From Home Credentialed Tax Professional, Other , Appleton, Wisconsin
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