Tax Expert I
Company: Intuit
Location: San Antonio
Posted on: January 15, 2021
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Job Description:
Job DescriptionOverview Do you have a minimum of 3 season of
paid Tax Preparation experience, with a minimum of 30 tax returns
per tax year? If you're a tax professional, we need you to help our
customers complete thier taxes using TurboTax. You'll advance our
goal of "Powering Prosperity Around the World" by providing expert
guidance and explanations of tax and technical terms to our
customers. You'll also play an important role in our effort to
enhance our brand by delighting our customers and empowering them
to prepare their taxes. What you'll bring * Minimum 3 season of
paid Tax Preparation experience, with a minimum of 30 tax returns
per tax year required. * Prior tax preparation experience in a tax
practice or retail setting required. * College degree a plus. The
ideal candidate will have a background in business, finance,
accounting, or tax * Knowledge of tax laws, tax concepts and
familiarity with form 1040 and schedules * PTIN required *
Ability/motivation to expand expertise and obtain a tax credential
or certification - Intuit offers a program to obtain your EA *
Strong customer service skills with ability to empathize and
instill confidence * Ability to work within a team to assist in
preparation of accurate tax returns in a timely manner * Strong
Research skills and the ability to quickly use online resources to
find answers * Critical thinking and problem solving * Persistence
and determination * Willingness to utilize audio/visual tools to
communicate with customers * Comfortable interacting with customers
through video, in a professional way that represents the Intuit
TurboTax brand well * Friendly and reassuring on camera * Bilingual
(English/Spanish) communication skills (written & spoken) a plus
For internal use: tst assoc How you will lead * This is a seasonal
position providing assistance to customers both assisting them in
preparing their own returns and/or fully preparing customer tax
returns * Compiling/preparing tax returns for TurboTax Customers *
Gathering/organizing and accurately entering customer data in the
federal and state tax returns for review * Communicate directly
with the customer as needed * Coordinate customer meetings and
follow-up * Communicate updates to credentialed tax experts on
assigned customers * Will help customers who are working on their
tax return with both product/software inquiries, as well as with
tax questions and calculations * Apply defined practices,
procedures and company policies to troubleshoot and resolve product
and tax support customer inquiries * Will interact with customers
utilizing strong written and verbal skills as well as deep customer
empathy Typical Deliverables: * Accurate and complete customer data
entered in tax returns for credentialed tax expert review * High
quality customer interactions and experiences * Application of
defined practices, procedures and company policies to troubleshoot,
resolve issues and address routine Tax Support customer questions *
Proficient with technology and solid knowledge of computer
operations and software. * Utilize and leverage government websites
and toolkits to seek out and deliver the right answer to the
customer * Document customer interactions * Represent the Intuit
TurboTax brand and spirit by demonstrating empathy for the
customer, empowering and partnering with the customer,
personalizing the experience, and providing them the confidence
that they can do their own taxes
Keywords: Intuit, San Antonio , Tax Expert I, Accounting, Auditing , San Antonio, Texas
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