Intuit: Virtual Experienced Tax Expert I
Company: Intuit
Location: Palo Alto
Posted on: January 13, 2021
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Job Description:
OverviewDo you have a minimum of 3 season of paid Tax
Preparation experience, with a minimum of 30 tax returns per tax
year? If you're a tax professional, we need you to help our
customers complete thier 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 bringMinimum 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.College degree a plus. The
ideal candidate will have a background in business, finance,
accounting, or taxKnowledge of tax laws, tax concepts and
familiarity with form 1040 and schedulesPTIN
requiredAbility/motivation to expand expertise and obtain a tax
credential or certification Intuit offers a program to obtain your
EAStrong customer service skills with ability to empathize and
instill confidenceAbility to work within a team to assist in
preparation of accurate tax returns in a timely mannerStrong
Research skills and the ability to quickly use online resources to
find answersCritical thinking and problem solvingPersistence and
determinationWillingness to utilize audio/visual tools to
communicate with customersComfortable interacting with customers
through video, in a professional way that represents the Intuit
TurboTax brand wellFriendly and reassuring on cameraBilingual
(English/Spanish) communication skills (written & spoken) a plusFor
internal use: tst assocHow you will leadThis is a seasonal position
providing assistance to customers both assisting them in preparing
their own returns and/or fully preparing customer tax
returnsCompiling/preparing tax returns for TurboTax
CustomersGathering/organizing and accurately entering customer data
in the federal and state tax returns for reviewCommunicate directly
with the customer as neededCoordinate customer meetings and
follow-upCommunicate updates to credentialed tax experts on
assigned customersWill help customers who are working on their tax
return with both product/software inquiries, as well as with tax
questions and calculationsApply defined practices, procedures and
company policies to troubleshoot and resolve product and tax
support customer inquiriesWill interact with customers utilizing
strong written and verbal skills as well as deep customer
empathyTypical Deliverables:Accurate and complete customer data
entered in tax returns for credentialed tax expert reviewHigh
quality customer interactions and experiencesApplication of defined
practices, procedures and company policies to troubleshoot, resolve
issues and address routine Tax Support customer questionsProficient
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 customerDocument
customer interactionsRepresent 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
Keywords: Intuit, Palo Alto , Intuit: Virtual Experienced Tax Expert I, Accounting, Auditing , Palo Alto, California
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