Credentialed Virtual Tax Professional - CPA, Enrolled Agent or Attorney
Company: Intuit
Location: Loveland
Posted on: October 13, 2020
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Job Description:
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
Keywords: Intuit, Loveland , Credentialed Virtual Tax Professional - CPA, Enrolled Agent or Attorney, Accounting, Auditing , Loveland, Colorado
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