Intuit

Intuit

885
Open Positions

Open Positions (885)

Credentialed Tax Expert - CPA

Full-time
Greenville, South Carolina, United States
1 month ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Expert - 3+ tax seasons experience required

Full-time
Craig, Colorado, United States
1 month ago
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


Remote Tax Advisor - CPA, Enrolled Agent or Attorney

Full-time
Columbia, South Carolina, United States
1 month ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Work From Home - Experienced Tax Preparer

Full-time
Jacksonville, Alabama, United States
1 month ago
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


Remote Credentialed Tax Accountant

Full-time
Port Saint Lucie, Florida, United States
1 month ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Expert I

Full-time
Birmingham, Alabama, United States
1 month ago
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


Work From Home - Experienced Tax Expert I

Full-time
Lakeland, Florida, United States
1 month ago
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


Credentialed Tax Professional - CPA, Enrolled Agent or Attorney - Remote

Full-time
Birmingham, Alabama, United States
1 month ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Work From Home - Experienced Tax Expert I

Full-time
Brownwood, Texas, United States
1 month ago
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


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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Remote Experienced Tax Associate – Seasonal

Full-time
Eufaula, Alabama, United States
1 month ago
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


Remote Tax Advisor - CPA, Enrolled Agent or Attorney

Full-time
Augusta, Georgia, United States
1 month ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Virtual Experienced Tax Expert I

Full-time
Fort Payne, Alabama, United States
1 month ago
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


Remote Tax Advisor - CPA, Enrolled Agent or Attorney

Full-time
Riverside, California, United States
1 month ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Work From Home - Experienced Tax Expert I

Full-time
Ponca City, Oklahoma, United States
1 month ago
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


Credentialed Virtual Tax Professional - CPA, Enrolled Agent or Attorney

Full-time
Los Angeles, California, United States
1 month ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Associate - 3+ tax seasons experience required

Full-time
Show Low, Arizona, United States
1 month ago
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


Work From Home - Experienced Tax Preparer

Full-time
Sterling, Colorado, United States
1 month ago
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


Credentialed Tax Professional - CPA Enrolled Agent or Attorney - Seasonal Remote

Full-time
Salt Lake City, Utah, United States
1 month ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Work From Home - Experienced Tax Expert I

Full-time
Santa Monica, California, United States
1 month ago
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


Tax Preparer - 3+ tax seasons experience required

Full-time
Roswell, New Mexico, United States
1 month ago
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


Work From Home Credentialed Tax Professional

Full-time
Los Angeles, California, United States
1 month ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Work From Home Credentialed Tax Accountant

Full-time
Santa Ana, California, United States
1 month ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Experienced Tax Accountant

Full-time
Altus, Oklahoma, United States
1 month ago
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


Work From Home - Experienced Tax Expert I

Full-time
Plainview, Texas, United States
1 month ago
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


Tax Associate

Full-time
Milledgeville, Georgia, United States
1 month ago
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


Tax Preparer - 3+ tax seasons experience required

Full-time
Gallup, New Mexico, United States
1 month ago
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


Tax Preparer

Full-time
Dothan, Alabama, United States
1 month ago
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


Virtual Experienced Tax Expert I

Full-time
Lakeland, Florida, United States
1 month ago
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


Work From Home Credentialed Tax Expert - CPA

Full-time
Athens, Georgia, United States
1 month ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Expert - 3+ tax seasons experience required

Full-time
Brownwood, Texas, United States
1 month ago
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


Credentialed Tax Expert - CPA

Full-time
Cheyenne, Wyoming, United States
1 month ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Experienced Tax Accountant

Full-time
Lake City, Florida, United States
1 month ago
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


Tax Preparer

Full-time
Dumas, Texas, United States
1 month ago
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


Work From Home - Experienced Tax Associate

Full-time
Marion, North Carolina, United States
1 month ago
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


Credentialed Virtual Tax Professional - CPA, Enrolled Agent or Attorney

Full-time
Myrtle Beach, South Carolina, United States
1 month ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Experienced Tax Accountant

Full-time
Dalton, Georgia, United States
1 month ago
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


Tax Professional - CPA, Enrolled Agent or Attorney - Remote

Full-time
Fayetteville, North Carolina, United States
1 month ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Preparer

Full-time
Oxford, Alabama, United States
1 month ago
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


Tax Professional - CPA, Enrolled Agent or Attorney - Remote

Full-time
Riverside, California, United States
1 month ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Preparer

Full-time
Gallup, New Mexico, United States
1 month ago
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


Tax Associate

Full-time
Liberal, Kansas, United States
1 month ago
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

Remote Experienced Tax Preparer – Seasonal

Full-time
Hereford, Texas, United States
1 month ago
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


Credentialed Tax Advisor - CPA - Remote

Full-time
Irvine, California, United States
1 month ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Remote Tax Advisor - CPA, Enrolled Agent or Attorney

Full-time
Salt Lake City, Utah, United States
1 month ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Associate - 3+ tax seasons experience required

Full-time
Long Beach, California, United States
1 month ago
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


Credentialed Virtual Tax Professional - CPA, Enrolled Agent or Attorney

Full-time
Riverside, California, United States
1 month ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Work From Home Credentialed Tax Accountant

Full-time
Lincoln, Nebraska, United States
1 month ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Expert - 3+ tax seasons experience required

Full-time
Emporia, Kansas, United States
1 month ago
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


Tax Professional - CPA - Work From Home

Full-time
Ogden, Utah, United States
1 month ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Credentialed Tax Professional - CPA, Enrolled Agent or Attorney - Remote

Full-time
Fort Collins, Colorado, United States
1 month ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Work From Home - Experienced Tax Associate

Full-time
Liberal, Kansas, United States
1 month ago
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


Tax Professional - CPA - Work From Home

Full-time
Santa Ana, California, United States
1 month ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Remote Experienced Tax Expert I – Seasonal

Full-time
Anaheim, California, United States
1 month ago
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


Experienced Tax Accountant

Full-time
Ruidoso, New Mexico, United States
1 month ago
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


Work From Home - Experienced Tax Associate

Full-time
Roswell, New Mexico, United States
1 month ago
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


Experienced Tax Accountant - - 3+ tax seasons experience required

Full-time
Show Low, Arizona, United States
1 month ago
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


Work From Home Credentialed Tax Expert - CPA

Full-time
Anaheim, California, United States
1 month ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Expert - 3+ tax seasons experience required

Full-time
Long Beach, California, United States
1 month ago
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


Work From Home - Experienced Tax Associate

Full-time
Troy, Alabama, United States
1 month ago
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


Remote Experienced Tax Associate – Seasonal

Full-time
Craig, Colorado, United States
1 month ago
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


Virtual Active CPA, Enrolled Agent or Tax Attorney - Seasonal Income

Full-time
Fort Lauderdale, Florida, United States
1 month ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Virtual Experienced Tax Preparer

Full-time
Orlando, Florida, United States
1 month ago
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


Work From Home Credentialed Tax Expert - CPA

Full-time
Jacksonville, Florida, United States
1 month ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Experienced Tax Accountant - Remote

Full-time
Craig, Colorado, United States
1 month ago
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


Tax Expert I

Full-time
Orlando, Florida, United States
1 month ago
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


Work From Home Credentialed Tax Accountant

Full-time
Pensacola, Florida, United States
1 month ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Preparer - 3+ tax seasons experience required

Full-time
Orlando, Florida, United States
1 month ago
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


Remote Experienced Tax Associate – Seasonal

Full-time
Lakeland, Florida, United States
1 month ago
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


Experienced Tax Accountant - - 3+ tax seasons experience required

Full-time
Jesup, Georgia, United States
1 month ago
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


Virtual Active CPA, Enrolled Agent or Tax Attorney - Seasonal Income

Full-time
Atlanta, Georgia, United States
1 month ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Credentialed Tax Expert - CPA

Full-time
Charlotte, North Carolina, United States
1 month ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Work From Home - Experienced Tax Expert I

Full-time
Show Low, Arizona, United States
1 month ago
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


Virtual Experienced Tax Expert I

Full-time
Elk City, Oklahoma, United States
1 month ago
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


Tax Professional - CPA - Work From Home

Full-time
Greenville, South Carolina, United States
1 month ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Remote Experienced Tax Preparer – Seasonal

Full-time
Emporia, Kansas, United States
1 month ago
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


Work From Home Credentialed Tax Professional

Full-time
Riverside, California, United States
1 month ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Remote Experienced Tax Associate – Seasonal

Full-time
Borger, Texas, United States
1 month ago
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


Work From Home - Experienced Tax Expert I

Full-time
Roswell, New Mexico, United States
1 month ago
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


Work From Home Credentialed Tax Expert - CPA

Full-time
Cheyenne, Wyoming, United States
1 month ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Credentialed Tax Professional - CPA, Enrolled Agent or Attorney - Remote

Full-time
Los Angeles, California, United States
1 month ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Expert - 3+ tax seasons experience required

Full-time
Liberal, Kansas, United States
1 month ago
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


Work From Home Credentialed Tax Accountant

Full-time
Los Angeles, California, United States
1 month ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Work From Home Credentialed Tax Professional

Full-time
Boulder, Colorado, United States
1 month ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Credentialed Tax Professional - CPA Enrolled Agent or Attorney - Seasonal Remote

Full-time
Irvine, California, United States
1 month ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Virtual Experienced Tax Preparer

Full-time
Cañon City, Colorado, United States
1 month ago
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


Tax Expert - 3+ tax seasons experience required

Full-time
Las Vegas, New Mexico, United States
1 month ago
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


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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Remote Experienced Tax Expert I – Seasonal

Full-time
Grants, New Mexico, United States
1 month ago
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


Work From Home Credentialed Tax Professional

Full-time
Long Beach, California, United States
1 month ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Professional - CPA - Remote

Full-time
Long Beach, California, United States
1 month ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Remote Experienced Tax Preparer – Seasonal

Full-time
Grants, New Mexico, United States
1 month ago
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


Tax Preparer

Full-time
Clewiston, Florida, United States
1 month ago
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


Work From Home - Experienced Tax Preparer

Full-time
Magnolia, Arkansas, United States
1 month ago
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


Experienced Tax Accountant - Remote

Full-time
Orlando, Florida, United States
1 month ago
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


Tax Professional - CPA - Remote

Full-time
Sioux City, Iowa, United States
1 month ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Work From Home Credentialed Tax Accountant

Full-time
Orlando, Florida, United States
1 month ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Remote Experienced Tax Preparer – Seasonal

Full-time
Orlando, Florida, United States
1 month ago
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


Remote Credentialed Tax Professional

Full-time
Lakeland, Florida, United States
1 month ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Work From Home - Experienced Tax Associate

Full-time
Charlotte, North Carolina, United States
1 month ago
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


Tax Expert I

Full-time
Homosassa Springs, Florida, United States
1 month ago
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


Tax Preparer

Full-time
Liberal, Kansas, United States
1 month ago
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


Experienced Tax Accountant - - 3+ tax seasons experience required

Full-time
Dumas, Texas, United States
1 month ago
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


Remote Experienced Tax Expert I – Seasonal

Full-time
Emporia, Kansas, United States
1 month ago
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


Work From Home Credentialed Tax Accountant

Full-time
Fort Collins, Colorado, United States
1 month ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Credentialed Tax Expert - CPA

Full-time
Oxnard, California, United States
1 month ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Credentialed Tax Professional - CPA, Enrolled Agent or Attorney - Remote

Full-time
Oxnard, California, United States
1 month ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Experienced Tax Accountant

Full-time
Cedar City, Utah, United States
1 month ago
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


Tax Professional - CPA - Remote

Full-time
Denver, Colorado, United States
1 month ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Virtual Experienced Tax Preparer

Full-time
Ruidoso, New Mexico, United States
1 month ago
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


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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Work From Home - Experienced Tax Associate

Full-time
Dumas, Texas, United States
1 month ago
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


Work From Home - Experienced Tax Preparer

Full-time
Portales, New Mexico, United States
1 month ago
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


Work From Home Credentialed Tax Accountant

Full-time
San Bernardino, California, United States
1 month ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Work From Home - Experienced Tax Preparer

Full-time
Emporia, Kansas, United States
1 month ago
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


Credentialed Tax Professional - CPA Enrolled Agent or Attorney - Seasonal Remote

Full-time
Boulder, Colorado, United States
1 month ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Credentialed Tax Advisor - CPA, Enrolled Agent or Attorney

Full-time
Santa Ana, California, United States
1 month ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Remote Tax Advisor - CPA, Enrolled Agent or Attorney

Full-time
Greeley, Colorado, United States
1 month ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Experienced Tax Accountant - Remote

Full-time
Homosassa Springs, Florida, United States
2 months ago
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


Work From Home - Experienced Tax Expert I

Full-time
Birmingham, Alabama, United States
2 months ago
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


Remote Experienced Tax Preparer – Seasonal

Full-time
Miami, Florida, United States
2 months ago
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


Work From Home Credentialed Tax Accountant

Full-time
Savannah, Georgia, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Experienced Tax Expert I

Full-time
Atmore, Alabama, United States
2 months ago
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


Tax Expert - 3+ tax seasons experience required

Full-time
Hinesville, Georgia, United States
2 months ago
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


Tax Associate - 3+ tax seasons experience required

Full-time
Rome, Georgia, United States
2 months ago
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


Virtual Experienced Tax Associate

Full-time
Rome, Georgia, United States
2 months ago
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


Remote Tax Advisor - CPA, Enrolled Agent or Attorney

Full-time
Athens, Georgia, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Remote Credentialed Tax Professional

Full-time
Fort Lauderdale, Florida, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Associate

Full-time
Ozark, Alabama, United States
2 months ago
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


Remote Experienced Tax Preparer – Seasonal

Full-time
Summerville, Georgia, United States
2 months ago
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


Tax Associate - 3+ tax seasons experience required

Full-time
Sanford, North Carolina, United States
2 months ago
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


Remote Experienced Tax Associate – Seasonal

Full-time
Milledgeville, Georgia, United States
2 months ago
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


Work From Home - Experienced Tax Preparer

Full-time
Clovis, New Mexico, United States
2 months ago
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


Credentialed Tax Professional - CPA, Enrolled Agent or Attorney - Remote

Full-time
Durango, Colorado, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Credentialed Tax Advisor - CPA, Enrolled Agent or Attorney

Full-time
Los Angeles, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Experienced Tax Expert I

Full-time
Cañon City, Colorado, United States
2 months ago
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


Remote Experienced Tax Associate – Seasonal

Full-time
Show Low, Arizona, United States
2 months ago
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


Work From Home - Experienced Tax Expert I

Full-time
Craig, Colorado, United States
2 months ago
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


Experienced Tax Accountant - Remote

Full-time
Clovis, New Mexico, United States
2 months ago
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


Virtual Experienced Tax Expert I

Full-time
Las Vegas, New Mexico, United States
2 months ago
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


Work From Home Credentialed Tax Professional

Full-time
Santa Barbara, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Experienced Tax Expert I

Full-time
Denver, Colorado, United States
2 months ago
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


Remote Experienced Tax Associate – Seasonal

Full-time
Denver, Colorado, United States
2 months ago
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


Experienced Tax Associate

Full-time
Portales, New Mexico, United States
2 months ago
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


Remote Experienced Tax Expert I – Seasonal

Full-time
Rexburg, Idaho, United States
2 months ago
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


Experienced Tax Associate

Full-time
Ponca City, Oklahoma, United States
2 months ago
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


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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Work From Home - Experienced Tax Associate

Full-time
Clovis, New Mexico, United States
2 months ago
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


Tax Professional - CPA - Work From Home

Full-time
San Bernardino, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Remote Experienced Tax Associate – Seasonal

Full-time
Alexander City, Alabama, United States
2 months ago
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


Virtual Experienced Tax Preparer

Full-time
Lumberton, North Carolina, United States
2 months ago
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


Work From Home - Experienced Tax Associate

Full-time
Calhoun, Georgia, United States
2 months ago
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


Tax Expert - 3+ tax seasons experience required

Full-time
Lakeland, Florida, United States
2 months ago
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


Tax Professional - CPA, Enrolled Agent or Attorney - Remote

Full-time
Lakeland, Florida, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Experienced Tax Accountant

Full-time
Rockingham, North Carolina, United States
2 months ago
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


Remote Experienced Tax Expert I – Seasonal

Full-time
Gadsden, Alabama, United States
2 months ago
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


Experienced Tax Associate

Full-time
Sterling, Colorado, United States
2 months ago
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


Experienced Tax Expert I

Full-time
Roswell, New Mexico, United States
2 months ago
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


Work From Home Credentialed Tax Accountant

Full-time
Fayetteville, North Carolina, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Associate - 3+ tax seasons experience required

Full-time
Liberal, Kansas, United States
2 months ago
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


Experienced Tax Preparer

Full-time
Denver, Colorado, United States
2 months ago
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


Credentialed Tax Advisor - CPA, Enrolled Agent or Attorney

Full-time
Irvine, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Virtual Experienced Tax Expert I

Full-time
Gallup, New Mexico, United States
2 months ago
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


Credentialed Tax Advisor - CPA, Enrolled Agent or Attorney

Full-time
Topeka, Kansas, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Remote Credentialed Tax Accountant

Full-time
Denver, Colorado, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Experienced Tax Expert I

Full-time
Pampa, Texas, United States
2 months ago
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


Virtual Experienced Tax Associate

Full-time
Anaheim, California, United States
2 months ago
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


Experienced Tax Accountant - Remote

Full-time
Borger, Texas, United States
2 months ago
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


Work From Home Credentialed Tax Accountant

Full-time
Fontana, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Preparer - 3+ tax seasons experience required

Full-time
Anaheim, California, United States
2 months ago
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


Tax Professional - CPA - Remote

Full-time
San Bernardino, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Work From Home - Experienced Tax Preparer

Full-time
Show Low, Arizona, United States
2 months ago
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


Tax Associate

Full-time
Dodge City, Kansas, United States
2 months ago
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


Experienced Tax Associate

Full-time
Farmington, New Mexico, United States
2 months ago
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


Tax Professional - CPA, Enrolled Agent or Attorney - Remote

Full-time
Boulder, Colorado, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Remote Experienced Tax Associate – Seasonal

Full-time
Hickory, North Carolina, United States
2 months ago
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


Tax Expert - 3+ tax seasons experience required

Full-time
Sterling, Colorado, United States
2 months ago
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


Credentialed Tax Expert - CPA

Full-time
Florence, South Carolina, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Preparer

Full-time
Dublin, Georgia, United States
2 months ago
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


Credentialed Tax Professional - CPA Enrolled Agent or Attorney - Seasonal Remote

Full-time
Port Saint Lucie, Florida, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Work From Home - Experienced Tax Expert I

Full-time
Sarasota, Florida, United States
2 months ago
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


Experienced Tax Associate

Full-time
Jennings, Louisiana, United States
2 months ago
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


Tax Associate - 3+ tax seasons experience required

Full-time
Shelby, North Carolina, United States
2 months ago
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


Work From Home - Experienced Tax Associate

Full-time
Macon, Georgia, United States
2 months ago
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


Experienced Tax Expert I

Full-time
Vernon, Texas, United States
2 months ago
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


Virtual Experienced Tax Preparer

Full-time
Ponca City, Oklahoma, United States
2 months ago
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


Experienced Tax Accountant - Remote

Full-time
Taos, New Mexico, United States
2 months ago
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


Tax Preparer

Full-time
Taos, New Mexico, United States
2 months ago
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


Work From Home - Experienced Tax Preparer

Full-time
Denver, Colorado, United States
2 months ago
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


Tax Professional - CPA - Work From Home

Full-time
Durango, Colorado, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Remote Experienced Tax Associate – Seasonal

Full-time
Emporia, Kansas, United States
2 months ago
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


Work From Home - Experienced Tax Expert I

Full-time
Taos, New Mexico, United States
2 months ago
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


Credentialed Tax Professional - CPA Enrolled Agent or Attorney - Seasonal Remote

Full-time
Riverside, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Credentialed Tax Advisor - CPA - Remote

Full-time
Columbia, South Carolina, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Virtual Experienced Tax Associate

Full-time
Troy, Alabama, United States
2 months ago
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


Remote Credentialed Tax Professional

Full-time
Gainesville, Georgia, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Experienced Tax Associate

Full-time
Homosassa Springs, Florida, United States
2 months ago
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


Work From Home Credentialed Tax Expert - CPA

Full-time
Columbia, South Carolina, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Virtual Experienced Tax Associate

Full-time
Lumberton, North Carolina, United States
2 months ago
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


Remote Tax Advisor - CPA, Enrolled Agent or Attorney

Full-time
Lakeland, Florida, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Remote Experienced Tax Preparer – Seasonal

Full-time
Brownwood, Texas, United States
2 months ago
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


Virtual Experienced Tax Expert I

Full-time
Sterling, Colorado, United States
2 months ago
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


Tax Expert I

Full-time
Bainbridge, Georgia, United States
2 months ago
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


Credentialed Tax Expert - CPA

Full-time
Daytona Beach, Florida, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Work From Home - Experienced Tax Expert I

Full-time
Marion, North Carolina, United States
2 months ago
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


Experienced Tax Accountant - - 3+ tax seasons experience required

Full-time
Alexander City, Alabama, United States
2 months ago
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


Virtual Experienced Tax Associate

Full-time
Newberry, South Carolina, United States
2 months ago
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


Tax Associate

Full-time
Portales, New Mexico, United States
2 months ago
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


Credentialed Tax Advisor - CPA, Enrolled Agent or Attorney

Full-time
Fayetteville, North Carolina, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Work From Home Credentialed Tax Accountant

Full-time
Amarillo, Texas, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Work From Home Credentialed Tax Accountant

Full-time
Riverside, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Remote Experienced Tax Expert I – Seasonal

Full-time
Las Vegas, New Mexico, United States
2 months ago
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


Tax Preparer

Full-time
Vernon, Texas, United States
2 months ago
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


Credentialed Tax Expert - CPA, Enrolled Agent or Practicing Attorney – SeasonalRemote

Full-time
Albuquerque, New Mexico, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Preparer - 3+ tax seasons experience required

Full-time
Altus, Oklahoma, United States
2 months ago
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


Tax Professional - CPA, Enrolled Agent or Attorney - Remote

Full-time
Fontana, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Remote Experienced Tax Associate – Seasonal

Full-time
Rexburg, Idaho, United States
2 months ago
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


Work From Home - Experienced Tax Expert I

Full-time
Española, New Mexico, United States
2 months ago
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


Credentialed Tax Accountant

Full-time
Santa Ana, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Virtual Active CPA, Enrolled Agent or Tax Attorney - Seasonal Income

Full-time
Colorado Springs, Colorado, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Experienced Tax Accountant - Remote

Full-time
Price, Utah, United States
2 months ago
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


Experienced Tax Expert I

Full-time
Cedar City, Utah, United States
2 months ago
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


Experienced Tax Accountant

Full-time
Sterling, Colorado, United States
2 months ago
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


Credentialed Tax Expert - CPA

Full-time
Riverside, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Virtual Experienced Tax Associate

Full-time
East Houston, Texas, United States
2 months ago
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


Experienced Tax Associate

Full-time
Tampa, Florida, United States
2 months ago
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


Virtual Experienced Tax Expert I

Full-time
Ocala, Florida, United States
2 months ago
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


Virtual Experienced Tax Preparer

Full-time
Selma, Alabama, United States
2 months ago
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


Credentialed Tax Advisor - CPA - Remote

Full-time
Gainesville, Florida, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Preparer

Full-time
Valdosta, Georgia, United States
2 months ago
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


Tax Associate

Full-time
Orlando, Florida, United States
2 months ago
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


Tax Associate - 3+ tax seasons experience required

Full-time
Ozark, Alabama, United States
2 months ago
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


Tax Professional - CPA - Remote

Full-time
Lakeland, Florida, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Work From Home - Experienced Tax Expert I

Full-time
Orlando, Florida, United States
2 months ago
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


Virtual Experienced Tax Associate

Full-time
Arcadia, Florida, United States
2 months ago
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


Remote Tax Advisor - CPA, Enrolled Agent or Attorney

Full-time
Albuquerque, New Mexico, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Virtual Experienced Tax Expert I

Full-time
Calhoun, Georgia, United States
2 months ago
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


Experienced Tax Preparer

Full-time
Price, Utah, United States
2 months ago
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


Experienced Tax Expert I

Full-time
Moultrie, Georgia, United States
2 months ago
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


Remote Experienced Tax Preparer – Seasonal

Full-time
Tifton, Georgia, United States
2 months ago
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


Remote Credentialed Tax Professional

Full-time
Davie, Florida, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Credentialed Tax Expert - CPA

Full-time
Cape Coral, Florida, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Remote Tax Advisor - CPA, Enrolled Agent or Attorney

Full-time
Daytona Beach, Florida, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Preparer

Full-time
Pascagoula, Mississippi, United States
2 months ago
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


Virtual Experienced Tax Preparer

Full-time
Shelby, North Carolina, United States
2 months ago
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


Remote Experienced Tax Preparer – Seasonal

Full-time
Denver, Colorado, United States
2 months ago
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


Virtual Experienced Tax Preparer

Full-time
Long Beach, California, United States
2 months ago
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


Work From Home - Experienced Tax Associate

Full-time
Ruidoso, New Mexico, United States
2 months ago
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


Tax Associate

Full-time
Sterling, Colorado, United States
2 months ago
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


Credentialed Virtual Tax Professional - CPA, Enrolled Agent or Attorne

Full-time
Denver, Colorado, United States
2 months ago
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 advance our goal of ?Powering Prosperity Around the World? by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired Internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus

For internal use: tst


How you will lead

  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Virtual Experienced Tax Preparer

Full-time
Dumas, Texas, United States
2 months ago
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


Tax Preparer - 3+ tax seasons experience required

Full-time
Emporia, Kansas, United States
2 months ago
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


Remote Credentialed Tax Professional

Full-time
Oxnard, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Virtual Active CPA, Enrolled Agent or Tax Attorney - Seasonal Income

Full-time
Provo, Utah, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Associate - 3+ tax seasons experience required

Full-time
Anaheim, California, United States
2 months ago
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


Tax Expert - 3+ tax seasons experience required

Full-time
Los Angeles, California, United States
2 months ago
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


Remote Credentialed Tax Professional

Full-time
Fontana, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Credentialed Tax Accountant

Full-time
Denver, Colorado, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Preparer - 3+ tax seasons experience required

Full-time
Long Beach, California, United States
2 months ago
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


Tax Professional - CPA - Work From Home

Full-time
Denver, Colorado, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Experienced Tax Associate

Full-time
Las Vegas, New Mexico, United States
2 months ago
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


Work From Home - Experienced Tax Preparer

Full-time
Anaheim, California, United States
2 months ago
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


Remote Tax Advisor - CPA, Enrolled Agent or Attorney

Full-time
Amarillo, Texas, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Experienced Tax Accountant - Remote

Full-time
Milledgeville, Georgia, United States
2 months ago
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


Experienced Tax Expert I

Full-time
Jesup, Georgia, United States
2 months ago
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


Experienced Tax Accountant

Full-time
Orlando, Florida, United States
2 months ago
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


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 advance our goal of â??Powering Prosperity Around the Worldâ? by providing expert guidance 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 Must possess or be able to obtain any related State licenses, certificates, permits or bonds Must possess active PTIN (Preparer Tax Identification Number) 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software Working knowledge of Circular 230 Audit experience a plus (IRS and state tax authorities) Proficient with technology; solid knowledge of computer operations and software Must have (or be willing to obtain) a dedicated hardwired internet connection Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring Excellent verbal and written communication skills Ability to work in a fast-paced environment with minimal supervision Critical thinking, problem solving, research skills and determination Bilingual (English/Spanish) communication skills (written & spoken) a plus For internal use: tst How you will lead This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries Document customer interactions

Remote Credentialed Tax Professional

Full-time
Jacksonville, Florida, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Preparer - 3+ tax seasons experience required

Full-time
Rome, Georgia, United States
2 months ago
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


Virtual Experienced Tax Associate

Full-time
Lakeland, Florida, United States
2 months ago
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


Tax Expert I

Full-time
Lumberton, North Carolina, United States
2 months ago
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


Work From Home - Experienced Tax Associate

Full-time
Brunswick, Georgia, United States
2 months ago
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


Credentialed Tax Accountant

Full-time
Orlando, Florida, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Professional - CPA - Remote

Full-time
Jacksonville, Florida, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Work From Home - Experienced Tax Preparer

Full-time
Clewiston, Florida, United States
2 months ago
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


Work From Home Credentialed Tax Professional

Full-time
Omaha, Nebraska, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Expert I

Full-time
Show Low, Arizona, United States
2 months ago
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


Experienced Tax Expert I

Full-time
Price, Utah, United States
2 months ago
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


Experienced Tax Preparer

Full-time
Las Vegas, New Mexico, United States
2 months ago
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


Tax Associate

Full-time
Borger, Texas, United States
2 months ago
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


Credentialed Virtual Tax Professional - CPA, Enrolled Agent or Attorney

Full-time
Fort Collins, Colorado, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Remote Experienced Tax Associate – Seasonal

Full-time
Santa Monica, California, United States
2 months ago
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


Credentialed Tax Accountant

Full-time
Fort Collins, Colorado, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Associate

Full-time
Santa Monica, California, United States
2 months ago
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


Tax Expert I

Full-time
Clovis, New Mexico, United States
2 months ago
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


Virtual Experienced Tax Preparer

Full-time
Anaheim, California, United States
2 months ago
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


Tax Expert - 3+ tax seasons experience required

Full-time
Price, Utah, United States
2 months ago
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


Credentialed Tax Professional - CPA, Enrolled Agent or Attorney - Remote

Full-time
San Bernardino, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Expert - 3+ tax seasons experience required

Full-time
Irvine, California, United States
2 months ago
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


Work From Home - Experienced Tax Associate

Full-time
Pampa, Texas, United States
2 months ago
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


Virtual Active CPA, Enrolled Agent or Tax Attorney - Seasonal Income

Full-time
Anaheim, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Virtual Experienced Tax Preparer

Full-time
Farmington, New Mexico, United States
2 months ago
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


Virtual Experienced Tax Preparer

Full-time
Denver, Colorado, United States
2 months ago
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


Remote Tax Advisor - CPA, Enrolled Agent or Attorney

Full-time
Boulder, Colorado, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Professional - CPA - Remote

Full-time
Omaha, Nebraska, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Preparer

Full-time
Vidalia, Georgia, United States
2 months ago
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


Work From Home - Experienced Tax Associate

Full-time
Pine Bluff, Arkansas, United States
2 months ago
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


Experienced Tax Expert I

Full-time
Enterprise, Alabama, United States
2 months ago
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


Tax Expert I

Full-time
Okeechobee, Florida, United States
2 months ago
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


Tax Expert - 3+ tax seasons experience required

Full-time
Atmore, Alabama, United States
2 months ago
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


Tax Professional - CPA - Work From Home

Full-time
Lakeland, Florida, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Experienced Tax Accountant

Full-time
Miami, Florida, United States
2 months ago
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


Virtual Active CPA, Enrolled Agent or Tax Attorney - Seasonal Income

Full-time
Daytona Beach, Florida, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Credentialed Virtual Tax Professional - CPA, Enrolled Agent or Attorney

Full-time
Tuscaloosa, Alabama, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Credentialed Tax Advisor - CPA, Enrolled Agent or Attorney

Full-time
Greeley, Colorado, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Remote Experienced Tax Associate – Seasonal

Full-time
Española, New Mexico, United States
2 months ago
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


Tax Expert I

Full-time
Ruidoso, New Mexico, United States
2 months ago
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


Virtual Experienced Tax Associate

Full-time
Española, New Mexico, United States
2 months ago
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


Experienced Tax Expert I

Full-time
Santa Monica, California, United States
2 months ago
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


Credentialed Tax Accountant

Full-time
Fontana, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Credentialed Tax Accountant

Full-time
Anaheim, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Credentialed Tax Advisor - CPA - Remote

Full-time
Oxnard, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Credentialed Virtual Tax Professional - CPA, Enrolled Agent or Attorney

Full-time
Santa Ana, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Experienced Tax Accountant - - 3+ tax seasons experience required

Full-time
Rexburg, Idaho, United States
2 months ago
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


Remote Experienced Tax Associate – Seasonal

Full-time
Liberal, Kansas, United States
2 months ago
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


Experienced Tax Accountant - - 3+ tax seasons experience required

Full-time
Ruidoso, New Mexico, United States
2 months ago
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


Tax Expert - 3+ tax seasons experience required

Full-time
Vernon, Texas, United States
2 months ago
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


Virtual Experienced Tax Associate

Full-time
Sterling, Colorado, United States
2 months ago
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


Remote Experienced Tax Expert I – Seasonal

Full-time
Española, New Mexico, United States
2 months ago
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


Credentialed Tax Accountant

Full-time
Cape Coral, Florida, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Preparer

Full-time
Selma, Alabama, United States
2 months ago
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


Work From Home - Experienced Tax Expert I

Full-time
Albertville, Alabama, United States
2 months ago
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


Remote Experienced Tax Associate – Seasonal

Full-time
Palatka, Florida, United States
2 months ago
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


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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Experienced Tax Associate

Full-time
Oxford, Alabama, United States
2 months ago
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


Tax Preparer - 3+ tax seasons experience required

Full-time
Cordele, Georgia, United States
2 months ago
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


Work From Home - Experienced Tax Associate

Full-time
Dothan, Alabama, United States
2 months ago
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


Virtual Experienced Tax Preparer

Full-time
Forest City, North Carolina, United States
2 months ago
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


Experienced Tax Expert I

Full-time
Fitzgerald, Georgia, United States
2 months ago
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


Experienced Tax Accountant - - 3+ tax seasons experience required

Full-time
Palatka, Florida, United States
2 months ago
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


Virtual Experienced Tax Expert I

Full-time
Sumter, South Carolina, United States
2 months ago
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


Tax Preparer

Full-time
Eufaula, Alabama, United States
2 months ago
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


Experienced Tax Associate

Full-time
Jacksonville, Florida, United States
2 months ago
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


Work From Home - Experienced Tax Preparer

Full-time
Brownwood, Texas, United States
2 months ago
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


Tax Expert I

Full-time
Dublin, Georgia, United States
2 months ago
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


Tax Professional - CPA - Work From Home

Full-time
Greeley, Colorado, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Expert I

Full-time
Hereford, Texas, United States
2 months ago
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


Remote Experienced Tax Expert I – Seasonal

Full-time
Long Beach, California, United States
2 months ago
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


Virtual Experienced Tax Expert I

Full-time
Irvine, California, United States
2 months ago
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


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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Credentialed Tax Expert - CPA

Full-time
Billings, Montana, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Credentialed Tax Advisor - CPA, Enrolled Agent or Attorney

Full-time
Colorado Springs, Colorado, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Experienced Tax Associate

Full-time
Los Angeles, California, United States
2 months ago
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


Remote Credentialed Tax Professional

Full-time
Denver, Colorado, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Expert - 3+ tax seasons experience required

Full-time
Grants, New Mexico, United States
2 months ago
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


Experienced Tax Accountant - - 3+ tax seasons experience required

Full-time
Irvine, California, United States
2 months ago
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


Work From Home Credentialed Tax Accountant

Full-time
Boulder, Colorado, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Preparer

Full-time
Irvine, California, United States
2 months ago
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


Tax Professional - CPA - Work From Home

Full-time
Irvine, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Virtual Experienced Tax Expert I

Full-time
Dumas, Texas, United States
2 months ago
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


Tax Preparer - 3+ tax seasons experience required

Full-time
Fort Lauderdale, Florida, United States
2 months ago
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


Virtual Experienced Tax Associate

Full-time
Fayetteville, North Carolina, United States
2 months ago
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


Experienced Tax Expert I

Full-time
Show Low, Arizona, United States
2 months ago
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


Credentialed Virtual Tax Professional - CPA, Enrolled Agent or Attorney

Full-time
Colorado Springs, Colorado, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Remote Experienced Tax Associate - Seasonal

Full-time
Cedartown, Georgia, United States
2 months ago
Job Description
OverviewIf 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 plusFor internal use: tst assocHow 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 empathyTypical 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

Virtual Experienced Tax Associate

Full-time
Tifton, Georgia, United States
2 months ago
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


Tax Expert - 3+ tax seasons experience required

Full-time
Ponca City, Oklahoma, United States
2 months ago
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


Tax Associate

Full-time
Brownwood, Texas, United States
2 months ago
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


Work From Home - Experienced Tax Associate

Full-time
Brownwood, Texas, United States
2 months ago
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


Tax Associate - 3+ tax seasons experience required

Full-time
Toccoa, Georgia, United States
2 months ago
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


Remote Experienced Tax Associate – Seasonal

Full-time
Ruidoso, New Mexico, United States
2 months ago
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


Work From Home - Experienced Tax Preparer

Full-time
Dublin, Georgia, United States
2 months ago
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


Experienced Tax Accountant - - 3+ tax seasons experience required

Full-time
Gadsden, Alabama, United States
2 months ago
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


Work From Home - Experienced Tax Preparer

Full-time
Long Beach, California, United States
2 months ago
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


Virtual Experienced Tax Expert I

Full-time
Borger, Texas, United States
2 months ago
Job Description
Overview If youâ??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. Youâ??ll advance our goal of â??Powering Prosperity Around the Worldâ? by providing expert guidance and explanations of tax and technical terms to our customers. Youâ??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

Virtual Experienced Tax Preparer

Full-time
Portales, New Mexico, United States
2 months ago
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


Work From Home Credentialed Tax Accountant

Full-time
Greeley, Colorado, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Remote Experienced Tax Associate – Seasonal

Full-time
Clovis, New Mexico, United States
2 months ago
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


Remote Experienced Tax Expert I – Seasonal

Full-time
Los Angeles, California, United States
2 months ago
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


Work From Home - Experienced Tax Preparer

Full-time
Los Angeles, California, United States
2 months ago
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


Credentialed Tax Advisor - CPA - Remote

Full-time
Long Beach, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Experienced Tax Accountant - Remote

Full-time
Elk City, Oklahoma, United States
2 months ago
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


Experienced Tax Expert I

Full-time
Hereford, Texas, United States
2 months ago
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


Work From Home - Experienced Tax Associate

Full-time
Farmington, New Mexico, United States
2 months ago
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


Credentialed Tax Expert - CPA

Full-time
Omaha, Nebraska, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Remote Tax Advisor - CPA, Enrolled Agent or Attorney

Full-time
Fontana, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Experienced Tax Accountant

Full-time
Clovis, New Mexico, United States
2 months ago
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


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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Credentialed Tax Professional - CPA Enrolled Agent or Attorney - Seasonal Remote

Full-time
Santa Ana, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Professional - CPA - Work From Home

Full-time
Fort Collins, Colorado, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Credentialed Tax Professional - CPA Enrolled Agent or Attorney - Seasonal Remote

Full-time
Long Beach, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Experienced Tax Accountant - Remote

Full-time
Hinesville, Georgia, United States
2 months ago
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


Virtual Experienced Tax Expert I

Full-time
Valdosta, Georgia, United States
2 months ago
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


Work From Home - Experienced Tax Expert I

Full-time
Georgetown, South Carolina, United States
2 months ago
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


Experienced Tax Accountant - - 3+ tax seasons experience required

Full-time
Orlando, Florida, United States
2 months ago
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


Tax Preparer - 3+ tax seasons experience required

Full-time
Charlotte, North Carolina, United States
2 months ago
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


Tax Preparer

Full-time
Brownwood, Texas, United States
2 months ago
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


Experienced Tax Accountant - - 3+ tax seasons experience required

Full-time
Brownwood, Texas, United States
2 months ago
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


Tax Expert - 3+ tax seasons experience required

Full-time
Athens, Georgia, United States
2 months ago
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


Experienced Tax Accountant

Full-time
Seneca, South Carolina, United States
2 months ago
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


Remote Experienced Tax Preparer – Seasonal

Full-time
Forest City, North Carolina, United States
2 months ago
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


Credentialed Tax Advisor - CPA - Remote

Full-time
Daytona Beach, Florida, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Credentialed Tax Advisor - CPA - Remote

Full-time
Fayetteville, North Carolina, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Experienced Tax Accountant

Full-time
Taos, New Mexico, United States
2 months ago
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


Credentialed Virtual Tax Professional - CPA, Enrolled Agent or Attorney

Full-time
Denver, Colorado, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Remote Experienced Tax Preparer – Seasonal

Full-time
Ponca City, Oklahoma, United States
2 months ago
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


Remote Credentialed Tax Accountant

Full-time
Santa Barbara, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Expert - 3+ tax seasons experience required

Full-time
Dumas, Texas, United States
2 months ago
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


Credentialed Tax Advisor - CPA, Enrolled Agent or Attorney

Full-time
Anaheim, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Virtual Experienced Tax Preparer

Full-time
Roswell, New Mexico, United States
2 months ago
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


Tax Professional - CPA, Enrolled Agent or Attorney - Remote

Full-time
Colorado Springs, Colorado, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Virtual Experienced Tax Expert I

Full-time
Ruidoso, New Mexico, United States
2 months ago
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


Work From Home - Experienced Tax Associate

Full-time
Portales, New Mexico, United States
2 months ago
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


Tax Associate

Full-time
Dumas, Texas, United States
2 months ago
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


Work From Home - Experienced Tax Preparer

Full-time
Española, New Mexico, United States
2 months ago
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


Remote Experienced Tax Associate – Seasonal

Full-time
Hereford, Texas, United States
2 months ago
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


Credentialed Tax Expert - CPA

Full-time
Greeley, Colorado, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Preparer - 3+ tax seasons experience required

Full-time
Ruidoso, New Mexico, United States
2 months ago
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


Experienced Tax Preparer

Full-time
Anaheim, California, United States
2 months ago
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


Credentialed Tax Professional - CPA Enrolled Agent or Attorney - Seasonal Remote

Full-time
Greeley, Colorado, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Professional - CPA, Enrolled Agent or Attorney - Remote

Full-time
San Bernardino, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Professional - CPA - Remote

Full-time
Riverside, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Experienced Tax Accountant

Full-time
Cullowhee, North Carolina, United States
2 months ago
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


Credentialed Tax Advisor - CPA, Enrolled Agent or Attorney

Full-time
Miami, Florida, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Credentialed Virtual Tax Professional - CPA, Enrolled Agent or Attorney

Full-time
Athens, Georgia, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Preparer

Full-time
Lake City, Florida, United States
2 months ago
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


Tax Expert - 3+ tax seasons experience required

Full-time
Clewiston, Florida, United States
2 months ago
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


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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Virtual Experienced Tax Preparer

Full-time
Lakeland, Florida, United States
2 months ago
Job Description
Overview

If youre a highly motivated individual with a business background and excellent communication skills, we need you to help our customers complete their taxes using TurboTax. Youll advance our goal of Powering Prosperity Around the World by providing expert guidance and explanations of tax and technical terms to our customers. Youll 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

Virtual Active CPA, Enrolled Agent or Tax Attorney - Seasonal Income

Full-time
Lakeland, Florida, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Credentialed Tax Expert - CPA

Full-time
Athens, Georgia, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Experienced Tax Preparer

Full-time
Orlando, Florida, United States
2 months ago
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


Experienced Tax Preparer

Full-time
Troy, Alabama, United States
2 months ago
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


Tax Expert - 3+ tax seasons experience required

Full-time
Ozark, Alabama, United States
2 months ago
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


Credentialed Tax Advisor - CPA, Enrolled Agent or Attorney

Full-time
Sioux City, Iowa, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Experienced Tax Accountant - - 3+ tax seasons experience required

Full-time
Española, New Mexico, United States
2 months ago
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


Experienced Tax Accountant

Full-time
Borger, Texas, United States
2 months ago
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


Experienced Tax Accountant - Remote

Full-time
Rexburg, Idaho, United States
2 months ago
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


Tax Professional - CPA - Remote

Full-time
Wichita, Kansas, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Remote Experienced Tax Expert I – Seasonal

Full-time
Ponca City, Oklahoma, United States
2 months ago
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


Credentialed Tax Accountant

Full-time
Amarillo, Texas, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Virtual Active CPA, Enrolled Agent or Tax Attorney - Seasonal Income

Full-time
Santa Ana, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Work From Home - Experienced Tax Associate

Full-time
Plainview, Texas, United States
2 months ago
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


Remote Experienced Tax Expert I – Seasonal

Full-time
Alamogordo, New Mexico, United States
2 months ago
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


Experienced Tax Preparer

Full-time
Clewiston, Florida, United States
2 months ago
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


Work From Home Credentialed Tax Expert - CPA

Full-time
Wichita, Kansas, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Experienced Tax Accountant - Remote

Full-time
Fayetteville, North Carolina, United States
2 months ago
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


Tax Associate - 3+ tax seasons experience required

Full-time
Sylacauga, Alabama, United States
2 months ago
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


Tax Expert I

Full-time
Alexander City, Alabama, United States
2 months ago
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


Remote Tax Advisor - CPA, Enrolled Agent or Attorney

Full-time
Orlando, Florida, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Credentialed Virtual Tax Professional - CPA, Enrolled Agent or Attorney

Full-time
Jacksonville, North Carolina, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Work From Home - Experienced Tax Expert I

Full-time
Clewiston, Florida, United States
2 months ago
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


Experienced Tax Preparer

Full-time
Anniston, Alabama, United States
2 months ago
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


Remote Credentialed Tax Accountant

Full-time
Columbia, South Carolina, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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 Must possess or be able to obtain any related State licenses, certificates, permits or bonds Must possess active PTIN (Preparer Tax Identification Number) 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software Working knowledge of Circular 230 Audit experience a plus (IRS and state tax authorities) Proficient with technology; solid knowledge of computer operations and software Must have (or be willing to obtain) a dedicated hardwired internet connection Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring Excellent verbal and written communication skills Ability to work in a fast-paced environment with minimal supervision Critical thinking, problem solving, research skills and determination Bilingual (English/Spanish) communication skills (written & spoken) a plus For internal use: tst How you will lead This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries Document customer interactions

Tax Associate

Full-time
Dothan, Alabama, United States
2 months ago
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


Experienced Tax Accountant - Remote

Full-time
Laurinburg, North Carolina, United States
2 months ago
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


Experienced Tax Accountant

Full-time
Dodge City, Kansas, United States
2 months ago
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


Tax Expert I

Full-time
Long Beach, California, United States
2 months ago
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


Credentialed Virtual Tax Professional - CPA, Enrolled Agent or Attorney

Full-time
Long Beach, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Experienced Tax Accountant - - 3+ tax seasons experience required

Full-time
Craig, Colorado, United States
2 months ago
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


Virtual Active CPA, Enrolled Agent or Tax Attorney - Seasonal Income

Full-time
Long Beach, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Expert - 3+ tax seasons experience required

Full-time
Hereford, Texas, United States
2 months ago
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


Work From Home - Experienced Tax Associate

Full-time
Cedar City, Utah, United States
2 months ago
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


Remote Experienced Tax Expert I – Seasonal

Full-time
Sterling, Colorado, United States
2 months ago
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


Credentialed Tax Expert - CPA, Enrolled Agent or Practicing Attorney – SeasonalRemote

Full-time
Santa Barbara, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Credentialed Tax Professional - CPA, Enrolled Agent or Attorney - Remote

Full-time
Billings, Montana, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Work From Home Credentialed Tax Professional

Full-time
Amarillo, Texas, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Experienced Tax Associate

Full-time
Ruidoso, New Mexico, United States
2 months ago
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


Experienced Tax Accountant - Remote

Full-time
Cedar City, Utah, United States
2 months ago
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


Experienced Tax Associate

Full-time
Clovis, New Mexico, United States
2 months ago
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


Remote Credentialed Tax Professional

Full-time
Albuquerque, New Mexico, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Credentialed Tax Professional - CPA Enrolled Agent or Attorney - Seasonal Remote

Full-time
Fontana, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Professional - CPA - Work From Home

Full-time
Anaheim, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Virtual Experienced Tax Preparer

Full-time
Clovis, New Mexico, United States
2 months ago
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


Virtual Experienced Tax Expert I

Full-time
Anaheim, California, United States
2 months ago
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


Experienced Tax Accountant - - 3+ tax seasons experience required

Full-time
Denver, Colorado, United States
2 months ago
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


Work From Home Credentialed Tax Expert - CPA

Full-time
Greeley, Colorado, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Work From Home - Experienced Tax Preparer

Full-time
Plainview, Texas, United States
2 months ago
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


Tax Expert - 3+ tax seasons experience required

Full-time
Gallup, New Mexico, United States
2 months ago
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


Remote Credentialed Tax Accountant

Full-time
Orlando, Florida, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Work From Home - Experienced Tax Expert I

Full-time
Cordele, Georgia, United States
2 months ago
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


Experienced Tax Associate

Full-time
Tifton, Georgia, United States
2 months ago
Job Description
Overview If youâ??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. Youâ??ll advance our goal of â??Powering Prosperity Around the Worldâ? by providing expert guidance and explanations of tax and technical terms to our customers. Youâ??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

Remote Experienced Tax Preparer – Seasonal

Full-time
Ozark, Alabama, United States
2 months ago
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


Credentialed Tax Expert - CPA

Full-time
Montgomery, Alabama, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Credentialed Tax Expert - CPA, Enrolled Agent or Practicing Attorney – SeasonalRemote

Full-time
Wilmington, North Carolina, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Work From Home Credentialed Tax Accountant

Full-time
Daytona Beach, Florida, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Experienced Tax Accountant

Full-time
Ocala, Florida, United States
2 months ago
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


Experienced Tax Accountant - - 3+ tax seasons experience required

Full-time
Forest City, North Carolina, United States
2 months ago
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


Experienced Tax Preparer

Full-time
Fort Lauderdale, Florida, United States
2 months ago
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


Remote Experienced Tax Preparer – Seasonal

Full-time
Alamogordo, New Mexico, United States
2 months ago
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


Tax Expert - 3+ tax seasons experience required

Full-time
Clovis, New Mexico, United States
2 months ago
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


Experienced Tax Expert I

Full-time
Portales, New Mexico, United States
2 months ago
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


Remote Credentialed Tax Professional

Full-time
Billings, Montana, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Professional - CPA, Enrolled Agent or Attorney - Remote

Full-time
Irvine, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Associate

Full-time
Taos, New Mexico, United States
2 months ago
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


Remote Experienced Tax Expert I – Seasonal

Full-time
Denver, Colorado, United States
2 months ago
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


Tax Associate - 3+ tax seasons experience required

Full-time
Los Angeles, California, United States
2 months ago
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


Virtual Experienced Tax Preparer

Full-time
Borger, Texas, United States
2 months ago
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


Remote Experienced Tax Expert I – Seasonal

Full-time
Irvine, California, United States
2 months ago
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


Tax Expert I

Full-time
Dumas, Texas, United States
2 months ago
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


Credentialed Tax Advisor - CPA, Enrolled Agent or Attorney

Full-time
Albuquerque, New Mexico, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Credentialed Tax Professional - CPA Enrolled Agent or Attorney - Seasonal Remote

Full-time
Lincoln, Nebraska, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Experienced Tax Preparer

Full-time
Long Beach, California, United States
2 months ago
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


Experienced Tax Accountant - - 3+ tax seasons experience required

Full-time
Liberal, Kansas, United States
2 months ago
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


Tax Associate

Full-time
Long Beach, California, United States
2 months ago
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


Work From Home Credentialed Tax Professional

Full-time
Cheyenne, Wyoming, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Virtual Experienced Tax Associate

Full-time
Long Beach, California, United States
2 months ago
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


Experienced Tax Preparer

Full-time
Tifton, Georgia, United States
2 months ago
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


Remote Credentialed Tax Professional

Full-time
Jacksonville, North Carolina, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Credentialed Tax Expert - CPA

Full-time
Colorado Springs, Colorado, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Associate - 3+ tax seasons experience required

Full-time
Vernon, Texas, United States
2 months ago
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


Work From Home Credentialed Tax Accountant

Full-time
Columbia, South Carolina, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Credentialed Tax Accountant

Full-time
Ogden, Utah, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Preparer - 3+ tax seasons experience required

Full-time
Vernon, Texas, United States
2 months ago
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


Work From Home Credentialed Tax Accountant

Full-time
Salt Lake City, Utah, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Preparer

Full-time
Liberal, Kansas, United States
2 months ago
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


Remote Experienced Tax Associate – Seasonal

Full-time
Dalton, Georgia, United States
2 months ago
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


Tax Associate - 3+ tax seasons experience required

Full-time
Enterprise, Alabama, United States
2 months ago
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


Tax Preparer

Full-time
Talladega, Alabama, United States
2 months ago
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


Work From Home - Experienced Tax Preparer

Full-time
Alice, Texas, United States
2 months ago
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


Work From Home - Experienced Tax Expert I

Full-time
Cedar City, Utah, United States
2 months ago
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


Experienced Tax Associate

Full-time
Brownwood, Texas, United States
2 months ago
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


Remote Tax Advisor - CPA, Enrolled Agent or Attorney

Full-time
Tallahassee, Florida, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Professional - CPA - Remote

Full-time
Orlando, Florida, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Virtual Experienced Tax Preparer

Full-time
Arcadia, Florida, United States
2 months ago
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


Tax Associate

Full-time
Irvine, California, United States
2 months ago
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


Tax Professional - CPA - Remote

Full-time
Irvine, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Remote Experienced Tax Associate – Seasonal

Full-time
Los Angeles, California, United States
2 months ago
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


Tax Preparer

Full-time
Grants, New Mexico, United States
2 months ago
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


Experienced Tax Preparer

Full-time
Los Angeles, California, United States
2 months ago
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


Tax Professional - CPA, Enrolled Agent or Attorney - Remote

Full-time
Fort Collins, Colorado, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Credentialed Virtual Tax Professional - CPA, Enrolled Agent or Attorney

Full-time
Oxnard, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Preparer - 3+ tax seasons experience required

Full-time
Vernon, Texas, United States
2 months ago
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


Remote Experienced Tax Preparer – Seasonal

Full-time
Anaheim, California, United States
2 months ago
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


Tax Expert I

Full-time
Los Angeles, California, United States
2 months ago
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


Remote Credentialed Tax Accountant

Full-time
Colorado Springs, Colorado, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Virtual Experienced Tax Expert I

Full-time
Plainview, Texas, United States
2 months ago
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


Virtual Experienced Tax Preparer

Full-time
Alamogordo, New Mexico, United States
2 months ago
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


Work From Home - Experienced Tax Preparer

Full-time
Liberal, Kansas, United States
2 months ago
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


Credentialed Tax Accountant

Full-time
Riverside, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Experienced Tax Accountant - Remote

Full-time
Anaheim, California, United States
2 months ago
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


Work From Home Credentialed Tax Accountant

Full-time
Santa Barbara, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Associate - 3+ tax seasons experience required

Full-time
Cedar City, Utah, United States
2 months ago
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


Work From Home - Experienced Tax Associate

Full-time
Denver, Colorado, United States
2 months ago
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


Tax Associate

Full-time
Dumas, Texas, United States
2 months ago
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


Remote Tax Advisor - CPA, Enrolled Agent or Attorney

Full-time
Jacksonville, Florida, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Remote Experienced Tax Associate – Seasonal

Full-time
Morganton, North Carolina, United States
2 months ago
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


Experienced Tax Accountant

Full-time
Lakeland, Florida, United States
2 months ago
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


Tax Expert - 3+ tax seasons experience required

Full-time
Rome, Georgia, United States
2 months ago
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


Tax Professional - CPA - Work From Home

Full-time
Atlanta, Georgia, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Virtual Experienced Tax Preparer

Full-time
Pascagoula, Mississippi, United States
2 months ago
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


Remote Experienced Tax Expert I – Seasonal

Full-time
Brownwood, Texas, United States
2 months ago
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


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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Professional - CPA, Enrolled Agent or Attorney - Remote

Full-time
Gulfport, Mississippi, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Work From Home - Experienced Tax Expert I

Full-time
Albemarle, North Carolina, United States
2 months ago
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


Tax Preparer

Full-time
Los Angeles, California, United States
2 months ago
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


Credentialed Tax Professional - CPA, Enrolled Agent or Attorney - Remote

Full-time
Long Beach, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Preparer

Full-time
Long Beach, California, United States
2 months ago
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


Experienced Tax Expert I

Full-time
Borger, Texas, United States
2 months ago
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


Experienced Tax Preparer

Full-time
Borger, Texas, United States
2 months ago
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


Tax Professional - CPA - Remote

Full-time
Amarillo, Texas, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Work From Home - Experienced Tax Associate

Full-time
Los Angeles, California, United States
2 months ago
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


Tax Professional - CPA - Remote

Full-time
Fort Collins, Colorado, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Virtual Active CPA, Enrolled Agent or Tax Attorney - Seasonal Income

Full-time
Wichita, Kansas, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Virtual Experienced Tax Associate

Full-time
Santa Monica, California, United States
2 months ago
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


Experienced Tax Associate

Full-time
Anaheim, California, United States
2 months ago
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


Remote Tax Advisor - CPA, Enrolled Agent or Attorney

Full-time
Topeka, Kansas, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Credentialed Virtual Tax Professional - CPA, Enrolled Agent or Attorney

Full-time
Anaheim, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Professional - CPA, Enrolled Agent or Attorney - Remote

Full-time
Topeka, Kansas, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Credentialed Tax Accountant

Full-time
Sioux City, Iowa, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Experienced Tax Associate

Full-time
Borger, Texas, United States
2 months ago
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


Work From Home - Experienced Tax Associate

Full-time
Anaheim, California, United States
2 months ago
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


Remote Experienced Tax Preparer – Seasonal

Full-time
Clovis, New Mexico, United States
2 months ago
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


Work From Home - Experienced Tax Associate

Full-time
Taos, New Mexico, United States
2 months ago
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


Tax Expert I

Full-time
Bennettsville, South Carolina, United States
2 months ago
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


Credentialed Tax Advisor - CPA - Remote

Full-time
Ocala, Florida, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Experienced Tax Accountant - - 3+ tax seasons experience required

Full-time
Ocala, Florida, United States
2 months ago
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


Virtual Experienced Tax Preparer

Full-time
Craig, Colorado, United States
2 months ago
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


Tax Associate - 3+ tax seasons experience required

Full-time
Elk City, Oklahoma, United States
2 months ago
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


Experienced Tax Preparer

Full-time
Ocala, Florida, United States
2 months ago
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


Work From Home Credentialed Tax Professional

Full-time
Fayetteville, North Carolina, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Experienced Tax Accountant - - 3+ tax seasons experience required

Full-time
Dothan, Alabama, United States
2 months ago
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


Virtual Experienced Tax Expert I

Full-time
Florence, South Carolina, United States
2 months ago
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


Work From Home Credentialed Tax Professional

Full-time
Orlando, Florida, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Professional - CPA - Work From Home

Full-time
Orlando, Florida, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Virtual Experienced Tax Expert I

Full-time
Tifton, Georgia, United States
2 months ago
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


Remote Experienced Tax Associate – Seasonal

Full-time
Dodge City, Kansas, United States
2 months ago
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


Experienced Tax Accountant - Remote

Full-time
Ruidoso, New Mexico, United States
2 months ago
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


Experienced Tax Accountant - Remote

Full-time
Palatka, Florida, United States
2 months ago
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


Work From Home - Experienced Tax Associate

Full-time
Albertville, Alabama, United States
2 months ago
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


Virtual Experienced Tax Expert I

Full-time
Vernon, Texas, United States
2 months ago
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


Experienced Tax Accountant - - 3+ tax seasons experience required

Full-time
Emporia, Kansas, United States
2 months ago
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


Remote Credentialed Tax Professional

Full-time
Fort Collins, Colorado, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Preparer - 3+ tax seasons experience required

Full-time
Los Angeles, California, United States
2 months ago
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


Tax Professional - CPA - Remote

Full-time
Topeka, Kansas, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Associate

Full-time
Las Vegas, New Mexico, United States
2 months ago
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


Remote Tax Advisor - CPA, Enrolled Agent or Attorney

Full-time
Denver, Colorado, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Credentialed Tax Professional - CPA Enrolled Agent or Attorney - Seasonal Remote

Full-time
Anaheim, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Credentialed Tax Professional - CPA, Enrolled Agent or Attorney - Remote

Full-time
Santa Ana, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Credentialed Virtual Tax Professional - CPA, Enrolled Agent or Attorney

Full-time
Cheyenne, Wyoming, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Virtual Experienced Tax Associate

Full-time
Denver, Colorado, United States
2 months ago
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


Work From Home Credentialed Tax Accountant

Full-time
Long Beach, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Expert I

Full-time
Altus, Oklahoma, United States
2 months ago
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


Virtual Experienced Tax Preparer

Full-time
Irvine, California, United States
2 months ago
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


Experienced Tax Associate

Full-time
Rexburg, Idaho, United States
2 months ago
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


Experienced Tax Preparer

Full-time
Plainview, Texas, United States
2 months ago
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


Tax Associate - 3+ tax seasons experience required

Full-time
Borger, Texas, United States
2 months ago
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


Remote Experienced Tax Preparer – Seasonal

Full-time
Tampa, Florida, United States
2 months ago
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


Virtual Experienced Tax Preparer

Full-time
Brownsville, Texas, United States
2 months ago
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


Virtual Active CPA, Enrolled Agent or Tax Attorney - Seasonal Income

Full-time
Orlando, Florida, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Work From Home - Experienced Tax Expert I

Full-time
Dublin, Georgia, United States
2 months ago
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


Work From Home - Experienced Tax Preparer

Full-time
Orlando, Florida, United States
2 months ago
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


Experienced Tax Accountant - - 3+ tax seasons experience required

Full-time
Lakeland, Florida, United States
2 months ago
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


Credentialed Tax Accountant

Full-time
Lincoln, Nebraska, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Work From Home - Experienced Tax Associate

Full-time
Selma, Alabama, United States
2 months ago
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


Experienced Tax Expert I

Full-time
Lakeland, Florida, United States
2 months ago
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


Remote Experienced Tax Associate – Seasonal

Full-time
Brownwood, Texas, United States
2 months ago
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


Credentialed Tax Accountant

Full-time
Daytona Beach, Florida, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Virtual Experienced Tax Associate

Full-time
Vidalia, Georgia, United States
2 months ago
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


Experienced Tax Preparer

Full-time
Brunswick, Georgia, United States
2 months ago
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


Credentialed Tax Accountant

Full-time
Tampa, Florida, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Associate

Full-time
Fitzgerald, Georgia, United States
2 months ago
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


Credentialed Tax Expert - CPA

Full-time
Los Angeles, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Virtual Experienced Tax Associate

Full-time
Cañon City, Colorado, United States
2 months ago
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


Work From Home Credentialed Tax Accountant

Full-time
Denver, Colorado, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Experienced Tax Accountant

Full-time
Denver, Colorado, United States
2 months ago
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


Remote Credentialed Tax Professional

Full-time
Santa Barbara, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Expert I

Full-time
Pueblo, Colorado, United States
2 months ago
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


Experienced Tax Accountant - Remote

Full-time
Dumas, Texas, United States
2 months ago
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


Work From Home Credentialed Tax Professional

Full-time
Santa Ana, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Credentialed Tax Professional - CPA, Enrolled Agent or Attorney - Remote

Full-time
Anaheim, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Associate

Full-time
Vidalia, Georgia, United States
2 months ago
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


Remote Experienced Tax Associate – Seasonal

Full-time
Athens, Georgia, United States
2 months ago
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


Tax Expert - 3+ tax seasons experience required

Full-time
Rockingham, North Carolina, United States
2 months ago
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


Work From Home Credentialed Tax Professional

Full-time
Lakeland, Florida, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Virtual Experienced Tax Preparer

Full-time
Fort Lauderdale, Florida, United States
2 months ago
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


Work From Home Credentialed Tax Accountant

Full-time
Lakeland, Florida, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Virtual Experienced Tax Preparer

Full-time
Enterprise, Alabama, United States
2 months ago
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


Experienced Tax Expert I

Full-time
Summerville, Georgia, United States
2 months ago
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


Credentialed Tax Professional - CPA, Enrolled Agent or Attorney - Remote

Full-time
Riverside, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Preparer

Full-time
Pueblo, Colorado, United States
2 months ago
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


Remote Experienced Tax Associate – Seasonal

Full-time
Irvine, California, United States
2 months ago
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


Experienced Tax Accountant

Full-time
Las Vegas, New Mexico, United States
2 months ago
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


Tax Professional - CPA - Remote

Full-time
Albuquerque, New Mexico, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Expert - 3+ tax seasons experience required

Full-time
Borger, Texas, United States
2 months ago
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


Tax Associate - 3+ tax seasons experience required

Full-time
Denver, Colorado, United States
2 months ago
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


Remote Tax Advisor - CPA, Enrolled Agent or Attorney

Full-time
Provo, Utah, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Work From Home Credentialed Tax Expert - CPA

Full-time
Fort Collins, Colorado, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Work From Home - Experienced Tax Associate

Full-time
Santa Monica, California, United States
2 months ago
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


Remote Experienced Tax Preparer – Seasonal

Full-time
Altus, Oklahoma, United States
2 months ago
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


Experienced Tax Accountant - Remote

Full-time
Las Vegas, New Mexico, United States
2 months ago
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


Experienced Tax Accountant - - 3+ tax seasons experience required

Full-time
Farmington, New Mexico, United States
2 months ago
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


Work From Home - Experienced Tax Expert I

Full-time
Denver, Colorado, United States
2 months ago
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


Work From Home - Experienced Tax Preparer

Full-time
Taos, New Mexico, United States
2 months ago
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


Credentialed Tax Advisor - CPA - Remote

Full-time
Billings, Montana, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Credentialed Tax Accountant

Full-time
Wichita, Kansas, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Remote Credentialed Tax Professional

Full-time
Greeley, Colorado, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Virtual Experienced Tax Expert I

Full-time
Denver, Colorado, United States
2 months ago
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


Work From Home Credentialed Tax Expert - CPA

Full-time
Omaha, Nebraska, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Remote Credentialed Tax Accountant

Full-time
Riverside, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Credentialed Tax Professional - CPA Enrolled Agent or Attorney - Seasonal Remote

Full-time
Jacksonville, North Carolina, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Remote Experienced Tax Preparer – Seasonal

Full-time
Mobile, Alabama, United States
2 months ago
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


Credentialed Tax Expert - CPA, Enrolled Agent or Practicing Attorney – SeasonalRemote

Full-time
Asheville, North Carolina, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Experienced Tax Expert I

Full-time
Taos, New Mexico, United States
2 months ago
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


Remote Credentialed Tax Accountant

Full-time
Atlanta, Georgia, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Work From Home Credentialed Tax Expert - CPA

Full-time
Orlando, Florida, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Work From Home - Experienced Tax Preparer

Full-time
Valdosta, Georgia, United States
2 months ago
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


Virtual Experienced Tax Associate

Full-time
Vernon, Texas, United States
2 months ago
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


Work From Home Credentialed Tax Expert - CPA

Full-time
Irvine, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Preparer

Full-time
Hereford, Texas, United States
2 months ago
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


Tax Professional - CPA, Enrolled Agent or Attorney - Remote

Full-time
Salt Lake City, Utah, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Expert - 3+ tax seasons experience required

Full-time
Alamogordo, New Mexico, United States
2 months ago
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


Remote Credentialed Tax Professional

Full-time
Los Angeles, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Experienced Tax Accountant - - 3+ tax seasons experience required

Full-time
Sterling, Colorado, United States
2 months ago
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


Virtual Active CPA, Enrolled Agent or Tax Attorney - Seasonal Income

Full-time
Santa Barbara, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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 Must possess or be able to obtain any related State licenses, certificates, permits or bonds Must possess active PTIN (Preparer Tax Identification Number) 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software Working knowledge of Circular 230 Audit experience a plus (IRS and state tax authorities) Proficient with technology; solid knowledge of computer operations and software Must have (or be willing to obtain) a dedicated hardwired internet connection Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring Excellent verbal and written communication skills Ability to work in a fast-paced environment with minimal supervision Critical thinking, problem solving, research skills and determination Bilingual (English/Spanish) communication skills (written & spoken) a plus For internal use: tst How you will lead This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries Document customer interactions

Tax Associate - 3+ tax seasons experience required

Full-time
Española, New Mexico, United States
2 months ago
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


Experienced Tax Expert I

Full-time
Grants, New Mexico, United States
2 months ago
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


Experienced Tax Accountant

Full-time
Anaheim, California, United States
2 months ago
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


Remote Experienced Tax Associate – Seasonal

Full-time
Anaheim, California, United States
2 months ago
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


Tax Preparer

Full-time
Show Low, Arizona, United States
2 months ago
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


Work From Home Credentialed Tax Expert - CPA

Full-time
San Bernardino, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Credentialed Tax Professional - CPA, Enrolled Agent or Attorney - Remote

Full-time
Lubbock, Texas, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Experienced Tax Accountant

Full-time
Los Angeles, California, United States
2 months ago
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


Work From Home Credentialed Tax Expert - CPA

Full-time
Denver, Colorado, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Experienced Tax Accountant - - 3+ tax seasons experience required

Full-time
Portales, New Mexico, United States
2 months ago
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


Remote Experienced Tax Preparer – Seasonal

Full-time
Long Beach, California, United States
2 months ago
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


Virtual Experienced Tax Associate

Full-time
Irvine, California, United States
2 months ago
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


Work From Home - Experienced Tax Expert I

Full-time
Anaheim, California, United States
2 months ago
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


Tax Associate

Full-time
Bainbridge, Georgia, United States
2 months ago
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


Work From Home Credentialed Tax Expert - CPA

Full-time
Mobile, Alabama, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Work From Home Credentialed Tax Professional

Full-time
Tampa, Florida, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Virtual Experienced Tax Expert I

Full-time
Birmingham, Alabama, United States
2 months ago
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


Work From Home Credentialed Tax Accountant

Full-time
Gainesville, Florida, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Remote Experienced Tax Preparer – Seasonal

Full-time
Bainbridge, Georgia, United States
2 months ago
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


Virtual Experienced Tax Associate

Full-time
Farmington, New Mexico, United States
2 months ago
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


Virtual Experienced Tax Preparer

Full-time
Clewiston, Florida, United States
2 months ago
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


Experienced Tax Accountant

Full-time
Brownwood, Texas, United States
2 months ago
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


Remote Credentialed Tax Professional

Full-time
Orlando, Florida, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Virtual Experienced Tax Expert I

Full-time
Enterprise, Alabama, United States
2 months ago
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


Remote Experienced Tax Preparer – Seasonal

Full-time
Valdosta, Georgia, United States
2 months ago
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


Credentialed Tax Professional - CPA Enrolled Agent or Attorney - Seasonal Remote

Full-time
Santa Barbara, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Experienced Tax Accountant - - 3+ tax seasons experience required

Full-time
Los Angeles, California, United States
2 months ago
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


Tax Expert I

Full-time
Rexburg, Idaho, United States
2 months ago
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


Tax Preparer

Full-time
Farmington, New Mexico, United States
2 months ago
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


Work From Home Credentialed Tax Professional

Full-time
Billings, Montana, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Virtual Active CPA, Enrolled Agent or Tax Attorney - Seasonal Income

Full-time
Oxnard, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Professional - CPA - Remote

Full-time
Oxnard, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Experienced Tax Accountant - Remote

Full-time
Pueblo, Colorado, United States
2 months ago
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


Tax Preparer

Full-time
Denver, Colorado, United States
2 months ago
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


Remote Credentialed Tax Professional

Full-time
Ogden, Utah, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Professional - CPA - Work From Home

Full-time
Fontana, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Virtual Experienced Tax Associate

Full-time
Craig, Colorado, United States
2 months ago
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


Credentialed Tax Professional - CPA, Enrolled Agent or Attorney - Remote

Full-time
Boulder, Colorado, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Work From Home - Experienced Tax Expert I

Full-time
Los Angeles, California, United States
2 months ago
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


Tax Associate - 3+ tax seasons experience required

Full-time
Hickory, North Carolina, United States
2 months ago
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


Work From Home - Experienced Tax Preparer

Full-time
Marion, North Carolina, United States
2 months ago
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


Work From Home - Experienced Tax Expert I

Full-time
Orangeburg, South Carolina, United States
2 months ago
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


Remote Experienced Tax Associate – Seasonal

Full-time
Tampa, Florida, United States
2 months ago
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


Tax Professional - CPA - Work From Home

Full-time
Tampa, Florida, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Preparer

Full-time
Orlando, Florida, United States
2 months ago
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


Credentialed Tax Accountant

Full-time
Lakeland, Florida, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Work From Home - Experienced Tax Expert I

Full-time
Hereford, Texas, United States
2 months ago
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


Credentialed Tax Advisor - CPA - Remote

Full-time
Tampa, Florida, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Remote Experienced Tax Associate – Seasonal

Full-time
Talladega, Alabama, United States
2 months ago
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


Remote Tax Advisor - CPA, Enrolled Agent or Attorney

Full-time
Sumter, South Carolina, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Remote Credentialed Tax Accountant

Full-time
Greeley, Colorado, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Remote Experienced Tax Preparer – Seasonal

Full-time
Price, Utah, United States
2 months ago
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


Work From Home - Experienced Tax Expert I

Full-time
Irvine, California, United States
2 months ago
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


Tax Associate - 3+ tax seasons experience required

Full-time
Grants, New Mexico, United States
2 months ago
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


Work From Home Credentialed Tax Professional

Full-time
Sioux City, Iowa, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Experienced Tax Accountant

Full-time
Craig, Colorado, United States
2 months ago
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


Credentialed Tax Professional - CPA Enrolled Agent or Attorney - Seasonal Remote

Full-time
Sioux City, Iowa, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Virtual Experienced Tax Expert I

Full-time
Clovis, New Mexico, United States
2 months ago
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


Remote Tax Advisor - CPA, Enrolled Agent or Attorney

Full-time
Fort Collins, Colorado, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Virtual Experienced Tax Associate

Full-time
Ponca City, Oklahoma, United States
2 months ago
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


Tax Preparer - 3+ tax seasons experience required

Full-time
Liberal, Kansas, United States
2 months ago
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


Remote Experienced Tax Preparer – Seasonal

Full-time
Portales, New Mexico, United States
2 months ago
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


Work From Home - Experienced Tax Associate

Full-time
Show Low, Arizona, United States
2 months ago
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


Credentialed Tax Advisor - CPA - Remote

Full-time
Provo, Utah, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Remote Experienced Tax Associate – Seasonal

Full-time
Price, Utah, United States
2 months ago
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


Tax Preparer

Full-time
Seneca, South Carolina, United States
2 months ago
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


Credentialed Tax Professional - CPA, Enrolled Agent or Attorney - Remote

Full-time
Wilmington, North Carolina, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Preparer - 3+ tax seasons experience required

Full-time
Bennettsville, South Carolina, United States
2 months ago
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


Work From Home - Experienced Tax Preparer

Full-time
Lakeland, Florida, United States
2 months ago
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


Virtual Experienced Tax Preparer

Full-time
Brownwood, Texas, United States
2 months ago
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


Tax Preparer - 3+ tax seasons experience required

Full-time
Brownwood, Texas, United States
2 months ago
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


Tax Associate

Full-time
Homosassa Springs, Florida, United States
2 months ago
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


Tax Preparer - 3+ tax seasons experience required

Full-time
Cullowhee, North Carolina, United States
2 months ago
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


Experienced Tax Associate

Full-time
Pascagoula, Mississippi, United States
2 months ago
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


Experienced Tax Accountant - Remote

Full-time
Española, New Mexico, United States
2 months ago
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


Work From Home Credentialed Tax Expert - CPA

Full-time
Long Beach, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Credentialed Virtual Tax Professional - CPA, Enrolled Agent or Attorney

Full-time
Provo, Utah, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Work From Home Credentialed Tax Expert - CPA

Full-time
Los Angeles, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Remote Experienced Tax Expert I – Seasonal

Full-time
Cedar City, Utah, United States
2 months ago
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


Remote Credentialed Tax Professional

Full-time
Topeka, Kansas, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Work From Home Credentialed Tax Expert - CPA

Full-time
Amarillo, Texas, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Credentialed Tax Accountant

Full-time
Oxnard, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Work From Home Credentialed Tax Accountant

Full-time
Oxnard, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Expert - 3+ tax seasons experience required

Full-time
Elk City, Oklahoma, United States
2 months ago
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


Credentialed Tax Professional - CPA Enrolled Agent or Attorney - Seasonal Remote

Full-time
Oxnard, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Expert - 3+ tax seasons experience required

Full-time
Anaheim, California, United States
2 months ago
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


Credentialed Tax Advisor - CPA - Remote

Full-time
Fort Collins, Colorado, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Credentialed Tax Advisor - CPA - Remote

Full-time
Fontana, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Remote Credentialed Tax Accountant

Full-time
San Bernardino, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Experienced Tax Preparer

Full-time
Alamogordo, New Mexico, United States
2 months ago
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


Credentialed Tax Advisor - CPA, Enrolled Agent or Attorney

Full-time
Durango, Colorado, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Associate

Full-time
Española, New Mexico, United States
2 months ago
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


Virtual Active CPA, Enrolled Agent or Tax Attorney - Seasonal Income

Full-time
San Bernardino, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Credentialed Virtual Tax Professional - CPA, Enrolled Agent or Attorney

Full-time
San Bernardino, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Work From Home - Experienced Tax Preparer

Full-time
Price, Utah, United States
2 months ago
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


Experienced Tax Expert I

Full-time
Dodge City, Kansas, United States
2 months ago
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


Credentialed Tax Advisor - CPA - Remote

Full-time
Asheville, North Carolina, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Experienced Tax Associate

Full-time
Arcadia, Florida, United States
2 months ago
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


Tax Associate

Full-time
Lakeland, Florida, United States
2 months ago
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


Experienced Tax Preparer

Full-time
Biloxi, Mississippi, United States
2 months ago
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


Work From Home Credentialed Tax Professional

Full-time
Sumter, South Carolina, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Credentialed Tax Expert - CPA, Enrolled Agent or Practicing Attorney – SeasonalRemote

Full-time
Jacksonville, Florida, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Expert I

Full-time
Greenwood, South Carolina, United States
2 months ago
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


Remote Experienced Tax Expert I – Seasonal

Full-time
Florence, South Carolina, United States
2 months ago
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


Virtual Experienced Tax Preparer

Full-time
Emporia, Kansas, United States
2 months ago
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


Virtual Active CPA, Enrolled Agent or Tax Attorney - Seasonal Income

Full-time
Durango, Colorado, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Professional - CPA - Work From Home

Full-time
Augusta, Georgia, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Preparer - 3+ tax seasons experience required

Full-time
Pueblo, Colorado, United States
2 months ago
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


Virtual Experienced Tax Preparer

Full-time
Plainview, Texas, United States
2 months ago
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


Tax Associate - 3+ tax seasons experience required

Full-time
Plainview, Texas, United States
2 months ago
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


Credentialed Tax Accountant

Full-time
Durango, Colorado, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Preparer - 3+ tax seasons experience required

Full-time
Sterling, Colorado, United States
2 months ago
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


Tax Preparer

Full-time
Clovis, New Mexico, United States
2 months ago
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


Remote Experienced Tax Preparer – Seasonal

Full-time
Sterling, Colorado, United States
2 months ago
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


Tax Professional - CPA - Work From Home

Full-time
Lubbock, Texas, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Experienced Tax Expert I

Full-time
Ruidoso, New Mexico, United States
2 months ago
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


Tax Associate - 3+ tax seasons experience required

Full-time
Santa Monica, California, United States
2 months ago
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


Tax Professional - CPA, Enrolled Agent or Attorney - Remote

Full-time
Santa Ana, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Preparer - 3+ tax seasons experience required

Full-time
Show Low, Arizona, United States
2 months ago
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


Credentialed Tax Advisor - CPA, Enrolled Agent or Attorney

Full-time
Fontana, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Work From Home Credentialed Tax Accountant

Full-time
Irvine, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Remote Tax Advisor - CPA, Enrolled Agent or Attorney

Full-time
Long Beach, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Credentialed Tax Expert - CPA

Full-time
Anaheim, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Experienced Tax Accountant - - 3+ tax seasons experience required

Full-time
Anaheim, California, United States
2 months ago
Job Description
OverviewIf 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 plusFor internal use: tst assocHow 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 empathyTypical 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

Credentialed Tax Advisor - CPA - Remote

Full-time
Greeley, Colorado, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Experienced Tax Accountant - Remote

Full-time
Dothan, Alabama, United States
2 months ago
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


Tax Preparer

Full-time
Albany, Georgia, United States
2 months ago
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


Tax Associate - 3+ tax seasons experience required

Full-time
Orlando, Florida, United States
2 months ago
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


Tax Expert - 3+ tax seasons experience required

Full-time
Selma, Alabama, United States
2 months ago
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


Experienced Tax Expert I

Full-time
Brownwood, Texas, United States
2 months ago
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


Virtual Experienced Tax Expert I

Full-time
Gaffney, South Carolina, United States
2 months ago
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


Experienced Tax Expert I

Full-time
Dumas, Texas, United States
2 months ago
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


Remote Experienced Tax Preparer – Seasonal

Full-time
Newberry, South Carolina, United States
2 months ago
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


Remote Credentialed Tax Professional

Full-time
Provo, Utah, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Work From Home - Experienced Tax Associate

Full-time
Emporia, Kansas, United States
2 months ago
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


Tax Expert I

Full-time
Portales, New Mexico, United States
2 months ago
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


Credentialed Virtual Tax Professional - CPA, Enrolled Agent or Attorney

Full-time
Irvine, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Virtual Experienced Tax Associate

Full-time
Pampa, Texas, United States
2 months ago
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


Experienced Tax Accountant - Remote

Full-time
Roswell, New Mexico, United States
2 months ago
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


Virtual Experienced Tax Associate

Full-time
Plainview, Texas, United States
2 months ago
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


Experienced Tax Expert I

Full-time
Long Beach, California, United States
2 months ago
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


Experienced Tax Accountant - Remote

Full-time
Denver, Colorado, United States
2 months ago
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


Credentialed Tax Expert - CPA, Enrolled Agent or Practicing Attorney – SeasonalRemote

Full-time
Fort Collins, Colorado, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Experienced Tax Associate

Full-time
Grants, New Mexico, United States
2 months ago
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


Experienced Tax Associate

Full-time
Pampa, Texas, United States
2 months ago
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


Remote Experienced Tax Preparer – Seasonal

Full-time
Irvine, California, United States
2 months ago
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


Experienced Tax Accountant - Remote

Full-time
Los Angeles, California, United States
2 months ago
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


Tax Professional - CPA, Enrolled Agent or Attorney - Remote

Full-time
Greeley, Colorado, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Preparer

Full-time
Tampa, Florida, United States
2 months ago
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


Tax Preparer - 3+ tax seasons experience required

Full-time
Dumas, Texas, United States
2 months ago
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


Remote Experienced Tax Associate – Seasonal

Full-time
Pascagoula, Mississippi, United States
2 months ago
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


Tax Professional - CPA - Work From Home

Full-time
Port Saint Lucie, Florida, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Credentialed Tax Advisor - CPA, Enrolled Agent or Attorney

Full-time
Orlando, Florida, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Experienced Tax Accountant - Remote

Full-time
Greenwood, South Carolina, United States
2 months ago
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


Experienced Tax Preparer

Full-time
Lakeland, Florida, United States
2 months ago
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


Tax Preparer - 3+ tax seasons experience required

Full-time
Lakeland, Florida, United States
2 months ago
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


Experienced Tax Preparer

Full-time
Sarasota, Florida, United States
2 months ago
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


Tax Expert I

Full-time
Brownwood, Texas, United States
2 months ago
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


Experienced Tax Expert I

Full-time
Thomasville, Georgia, United States
2 months ago
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


Work From Home - Experienced Tax Expert I

Full-time
Oxford, Alabama, United States
2 months ago
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


Credentialed Tax Professional - CPA, Enrolled Agent or Attorney - Remote

Full-time
Mobile, Alabama, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Credentialed Tax Expert - CPA, Enrolled Agent or Practicing Attorney – SeasonalRemote

Full-time
Riverside, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Experienced Tax Accountant - Remote

Full-time
Gallup, New Mexico, United States
2 months ago
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


Remote Experienced Tax Associate – Seasonal

Full-time
Long Beach, California, United States
2 months ago
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


Work From Home - Experienced Tax Expert I

Full-time
Long Beach, California, United States
2 months ago
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


Credentialed Tax Advisor - CPA - Remote

Full-time
Riverside, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Virtual Experienced Tax Associate

Full-time
Grants, New Mexico, United States
2 months ago
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


Tax Expert I

Full-time
Elk City, Oklahoma, United States
2 months ago
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


Tax Professional - CPA - Remote

Full-time
Colorado Springs, Colorado, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Credentialed Tax Advisor - CPA, Enrolled Agent or Attorney

Full-time
Omaha, Nebraska, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Expert - 3+ tax seasons experience required

Full-time
Taos, New Mexico, United States
2 months ago
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


Tax Professional - CPA - Work From Home

Full-time
Oxnard, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Virtual Experienced Tax Expert I

Full-time
Santa Monica, California, United States
2 months ago
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


Experienced Tax Associate

Full-time
Irvine, California, United States
2 months ago
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


Credentialed Tax Professional - CPA, Enrolled Agent or Attorney - Remote

Full-time
Denver, Colorado, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Credentialed Tax Advisor - CPA - Remote

Full-time
Denver, Colorado, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Preparer

Full-time
Española, New Mexico, United States
2 months ago
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


Tax Expert I

Full-time
Irvine, California, United States
2 months ago
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


Credentialed Tax Professional - CPA Enrolled Agent or Attorney - Seasonal Remote

Full-time
Los Angeles, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Expert I

Full-time
Morganton, North Carolina, United States
2 months ago
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 taxKnowledge of tax laws, tax concepts and familiarity with form 1040 and schedulesMinimum 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 requiredAbility/motivation to expand expertise and obtain a tax credential or certification - Intuit offers a program to obtain your EAStrong customer service skills with ability to empathize and instill confidenceAbility to work within a team to assist in preparation of accurate tax returns in a timely mannerStrong Research skills and the ability to quickly use online resources to find answersCritical thinking and problem solvingPersistence and determinationWillingness 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 wellFriendly and reassuring on cameraBilingual (English/Spanish) communication skills (written & spoken) a plusFor internal use: tst assocHow 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 returnsCompiling/preparing tax returns for TurboTax CustomersGathering/organizing and accurately entering customer data in the federal and state tax returns for reviewCommunicate directly with the customer as neededCoordinate customer meetings and follow-upCommunicate updates to credentialed tax experts on assigned customersWill help customers who are working on their tax return with both product/software inquiries, as well as with tax questions and calculationsApply defined practices, procedures and company policies to troubleshoot and resolve product and tax support customer inquiriesWill interact with customers utilizing strong written and verbal skills as well as deep customer empathyTypical Deliverables:Accurate and complete customer data entered in tax returns for credentialed tax expert reviewHigh quality customer interactions and experiencesApplication of defined practices, procedures and company policies to troubleshoot, resolve issues and address routine Tax Support customer questionsProficient 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 customerDocument customer interactionsRepresent 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

Work From Home Credentialed Tax Expert - CPA

Full-time
Beaumont, Texas, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Expert - 3+ tax seasons experience required

Full-time
Okeechobee, Florida, United States
2 months ago
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


Work From Home - Experienced Tax Expert I

Full-time
Fayetteville, North Carolina, United States
2 months ago
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


Experienced Tax Associate

Full-time
Jacksonville, Alabama, United States
2 months ago
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


Virtual Experienced Tax Expert I

Full-time
Atmore, Alabama, United States
2 months ago
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


Tax Professional - CPA, Enrolled Agent or Attorney - Remote

Full-time
Amarillo, Texas, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Experienced Tax Preparer

Full-time
Clovis, New Mexico, United States
2 months ago
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


Experienced Tax Preparer

Full-time
Talladega, Alabama, United States
2 months ago
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


Tax Preparer

Full-time
Lakeland, Florida, United States
2 months ago
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


Work From Home - Experienced Tax Associate

Full-time
Ocala, Florida, United States
2 months ago
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


Tax Expert I

Full-time
Farmington, New Mexico, United States
2 months ago
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


Tax Associate

Full-time
Lake City, Florida, United States
2 months ago
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


Virtual Experienced Tax Expert I

Full-time
Brownwood, Texas, United States
2 months ago
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


Virtual Experienced Tax Associate

Full-time
Brownwood, Texas, United States
2 months ago
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


Work From Home - Experienced Tax Associate

Full-time
Orlando, Florida, United States
2 months ago
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


Work From Home - Experienced Tax Expert I

Full-time
Augusta, Georgia, United States
2 months ago
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


Remote Credentialed Tax Professional

Full-time
Daytona Beach, Florida, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Remote Credentialed Tax Accountant

Full-time
Daytona Beach, Florida, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Experienced Tax Expert I

Full-time
Lake City, Florida, United States
2 months ago
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


Virtual Experienced Tax Expert I

Full-time
Taos, New Mexico, United States
2 months ago
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


Experienced Tax Associate

Full-time
Cañon City, Colorado, United States
2 months ago
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


Credentialed Tax Expert - CPA, Enrolled Agent or Practicing Attorney – SeasonalRemote

Full-time
Long Beach, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Expert - 3+ tax seasons experience required

Full-time
Cañon City, Colorado, United States
2 months ago
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


Experienced Tax Accountant

Full-time
Ponca City, Oklahoma, United States
2 months ago
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


Virtual Experienced Tax Preparer

Full-time
Cedar City, Utah, United States
2 months ago
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


Work From Home Credentialed Tax Professional

Full-time
Lubbock, Texas, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Experienced Tax Expert I

Full-time
Los Angeles, California, United States
2 months ago
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


Experienced Tax Preparer

Full-time
Irvine, California, United States
2 months ago
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


Credentialed Tax Advisor - CPA - Remote

Full-time
San Bernardino, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Virtual Active CPA, Enrolled Agent or Tax Attorney - Seasonal Income

Full-time
Amarillo, Texas, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Credentialed Tax Professional - CPA, Enrolled Agent or Attorney - Remote

Full-time
Irvine, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Professional - CPA, Enrolled Agent or Attorney - Remote

Full-time
Durango, Colorado, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Tax Professional - CPA - Remote

Full-time
Santa Ana, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Work From Home Credentialed Tax Professional

Full-time
Anaheim, California, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Virtual Active CPA, Enrolled Agent or Tax Attorney - Seasonal Income

Full-time
Greeley, Colorado, United States
2 months ago
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 advance our goal of “Powering Prosperity Around the World” by providing expert guidance 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

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

  • Working knowledge of Circular 230

  • Audit experience a plus (IRS and state tax authorities)

  • Proficient with technology; solid knowledge of computer operations and software

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring

  • Excellent verbal and written communication skills

  • Ability to work in a fast-paced environment with minimal supervision

  • Critical thinking, problem solving, research skills and determination

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus


For internal use: tst



How you will lead



  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep 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 tax advice and preparation customer inquiries

  • Document customer interactions


Experienced Tax Associate

Full-time
Long Beach, California, United States
2 months ago
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