Veterans Preferred - TurboTax Live Tax Expert - Virtual Nationwide Opportunity!
Company: Intuit
Location: Modesto
Posted on: April 8, 2021
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Job Description:
Military Veterans are Encouraged to Apply. Description Overview
Veterans and military families encouraged to apply! 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. Responsibilities - 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 Qualifications - 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
Keywords: Intuit, Modesto , Veterans Preferred - TurboTax Live Tax Expert - Virtual Nationwide Opportunity!, Accounting, Auditing , Modesto, California
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