Tax Preparation Specialist
Are you a highly motivated individual who has completed Intuit Academy Level 1 Badge, and Intuit's Tax Preparation Program? Do you have excellent communication skills? If so, we need you to help our customers complete their taxes using Intuit TurboTax products. You will be working toward advancing our goal of "Powering Prosperity Around the World" by providing expert guidance, tax preparation, 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.
This is a virtual, customer-facing role; you will be using our state of the art video communications software (Smartlook) to interact with customers. Help TurboTax customers who are working on their tax returns or have delegated their tax returns with :
- Tax advice
- Full Service return preparation and signature
- Product / software inquires
- Tax calculations
- Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep (extensive) 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 customer tax advice and preparation inquiries.
- Document customer interactions
- Work continuously toward meeting company KPI metrics and Big Bet Goals.
- Participate in pilot testing, projects, and experience validations, as needed.
Qualifications :
Completed and passed the Intuit Academy Level 1 badge, and Intuits Tax Practice Program.Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.Must possess an active Preparer Tax Identification Number (PTIN).Working knowledge of Circular 230.Proficient with technology; solid knowledge of computer operations and software.Strong customer service skills ability to interact with customers through video and audio tools in a professional, friendly, and confident manner.Excellent verbal and written communication skillsCritical thinking, problem solving, research skills, and determination.Ability to work in a fast-paced environment with minimal supervision.Must have (or be willing to obtain) a dedicated hardwired internet connection that meets Intuit Security criteria.Commit to a minimum schedule of at least 20 hours / week (minimum 4 hour shift increments) throughout the tax season.Bilingual (English / Spanish) communication skills (written & spoken) a plus.Must reside in the United States.Intuit provides a competitive compensation package with a strong pay for performance rewards approach. This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs. Pay offered is based on factors such as job-related knowledge, skills, experience, and work location.