SanFranRecruiter Since 2001
the smart solution for San Francisco jobs

Tax Expert I

Company: Intuit
Location: Rodeo
Posted on: October 19, 2020

Job Description:

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

Keywords: Intuit, San Francisco , Tax Expert I, Other , Rodeo, California

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


Warehouse Package Handler in Sacramento
Description: Auto req ID: 255641BR Job Summary FedEx Ground is an essential business that needs people to help us support the economy, handling life-saving medications and other items that keep our communities (more...)
Company: FedEx Ground
Location: Woodland
Posted on: 10/31/2020

Flexible Schedule - Deliver with Uber
Description: Job DescriptionDeliver with Uber. Earn on your schedule. Deliver with Uber Eats on your schedule. Deliver for a few hours in the mornings, every night, or just on weekends--it's up to you. Earn Extra (more...)
Company: Uber Eats
Location: Woodland
Posted on: 10/31/2020

Grocery Shopper and Delivery Driver
Description: Shipt is a membership-based marketplace that helps people get the things they need, like fresh produce and household essentials, from stores they trust. Help people save time and have fun while you''re (more...)
Company: Shipt
Location: Woodland
Posted on: 10/31/2020


Courier - Postmates
Description: Postmates has the largest
Company: Postmates
Location: Woodland
Posted on: 10/31/2020

Travel Nurse RN - ICU - Intensive Care Unit - $2,901 per week
Description: Job Description RNnetwork is seeking a travel nurse RN ICU - Intensive Care Unit for
Company: NurseFly Travel Nursing
Location: Woodland
Posted on: 10/31/2020

Licensed Psychologist- 110/Hr- Sacramento, CA
Description: Job Description We're hiring a Licensed Psychologist to work at a correctional facility in beautifulSacramento, CA . This is a highly flexible position that will start as a6-month contract, with the (more...)
Company: Astrya Global
Location: Woodland
Posted on: 10/31/2020

Software Engineer (Security Clearance Required) - Remote - Woodland, CA
Description: Job DescriptionJoin Hired and find your dream job as a Security Software Engineer at one of 10,000 companies looking for candidates just like you. Companies on Hired apply to you, not the other way around. (more...)
Company: Hired
Location: Woodland
Posted on: 10/31/2020

Travel Nurse RN - Labor and Delivery - $2,484 per week
Description: Job Description Lead Healthstaff is seeking a travel nurse RN Labor and Delivery
Company: NurseFly Travel Nursing
Location: Woodland
Posted on: 10/31/2020

Delivery Driver - Postmates
Description: Postmates has the largest
Company: Postmates
Location: Woodland
Posted on: 10/31/2020

Delivery Driver (Part Or Full Time) With Doordash - Make Up To $20/Hour
Description: No passengers. No bosses.
Company: Doordash
Location: Woodland
Posted on: 10/31/2020

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

San Francisco RSS job feeds