Virtual Experienced Tax Preparer
Company: Intuit
Location: Milwaukee
Posted on: January 10, 2021
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Job Description:
\nOverview\n Do 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.\n\n \nWhat you'll bring\n 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. 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 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\n\n \n \nHow you will lead\n 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: \n\n 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 \n
Keywords: Intuit, Milwaukee , Virtual Experienced Tax Preparer, Accounting, Auditing , Milwaukee, Wisconsin
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