Work From Home - Experienced Tax Associate

Intuit Saint Louis , MO 63150

Posted 1 week ago

Overview

If you're a highly motivated individual with a business background and excellent communication skills, 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

  • College degree a plus. The ideal candidate will have a background in business, finance, accounting, or tax

  • Knowledge of tax laws, tax concepts and familiarity with form 1040 and schedules

  • Minimum 3 season of paid Tax Preparation experience, with a minimum of 30 tax returns per tax year required.

  • Prior tax preparation experience in a tax practice or retail setting required.

  • PTIN required

  • Ability/motivation to expand expertise and obtain a tax credential or certification - Intuit offers a program to obtain your EA

  • Strong customer service skills with ability to empathize and instill confidence

  • Ability to work within a team to assist in preparation of accurate tax returns in a timely manner

  • Strong Research skills and the ability to quickly use online resources to find answers

  • Critical thinking and problem solving

  • Persistence and determination

  • Willingness to utilize audio/visual tools to communicate with customers

  • Comfortable interacting with customers through video, in a professional way that represents the Intuit TurboTax brand well

  • Friendly and reassuring on camera

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus

For internal use: tst assoc

How you will lead

  • This is a seasonal position providing assistance to customers both assisting them in preparing their own returns and/or fully preparing customer tax returns

  • Compiling/preparing tax returns for TurboTax Customers

  • Gathering/organizing and accurately entering customer data in the federal and state tax returns for review

  • Communicate directly with the customer as needed

  • Coordinate customer meetings and follow-up

  • Communicate updates to credentialed tax experts on assigned customers

  • Will help customers who are working on their tax return with both product/software inquiries, as well as with tax questions and calculations

  • Apply defined practices, procedures and company policies to troubleshoot and resolve product and tax support customer inquiries

  • Will interact with customers utilizing strong written and verbal skills as well as deep customer empathy

Typical Deliverables:

  • Accurate and complete customer data entered in tax returns for credentialed tax expert review

  • High quality customer interactions and experiences

  • Application of defined practices, procedures and company policies to troubleshoot, resolve issues and address routine Tax Support customer questions

  • Proficient with technology and solid knowledge of computer operations and software.

  • Utilize and leverage government websites and toolkits 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

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Work From Home Credentialed Tax Expert CPA

Intuit

Posted 1 week ago

VIEW JOBS 10/15/2020 12:00:00 AM 2021-01-13T00:00 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 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 Intuit Saint Louis MO

Work From Home - Experienced Tax Associate

Intuit