Certified Tax Preparer - 2+Yrs Paid Tax Experience Required
Company: Intuit
Location: Iowa City
Posted on: September 21, 2023
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Job Description:
Overview If you are a highly motivated individual with an
active, unrestricted credential (CPA/EA/Practicing Attorney) and
excellent communication skills, 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. 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. 2 or more years of recent
experience preparing federal and state individual 1040 tax returns
for at least 30 clients/customers per season for compensation,
using commercial tax preparation software. 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 skills
Critical 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. Bilingual (English/Spanish) communication skills (written
& spoken) a plus Must reside in the United States. For internal
use: tst How you will lead 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.
Keywords: Intuit, Iowa City , Certified Tax Preparer - 2+Yrs Paid Tax Experience Required, Accounting, Auditing , Iowa City, Iowa
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