Credentialed Virtual Tax Professional - CPA, Enrolled Agent or Attorney
Company: Intuit
Location: San Francisco
Posted on: January 15, 2021
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Job Description:
Overview Are you a credentialed CPA, EA, or practicing attorney?
Or do you have a minimum 3 season of paid Tax Preparation
experience with a minimum of 30 tax returns per tax year? If you're
one of tax professionals, 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 * 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, San Francisco , Credentialed Virtual Tax Professional - CPA, Enrolled Agent or Attorney, Legal , San Francisco, California
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