Tax Expert – CPA, Enrolled Agent or Practicing Attorney

  • Contract: Part-time

Job Description

We are changing the way that people do their taxes, and providing world-class support from experts across the United States. The way that we support our customers is changing, and we want you to be a part of it! Our tax experts are agile; continually learning, working, and providing guidance in new and exciting ways.

Responsibilities

  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers NOTE: These are Blitz Shift positions – working virtually during evenings and weekends. A great way to add on to your current practice or full-time role.
  • Help TurboTax customers who are working on their tax return with 1) tax advice, including return preparation and signature when required, 2) product/software inquiries, and 3) tax calculations
  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep knowledge and expertise in the field of tax preparation
  • Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language
  • Apply defined practices, procedures, and company policies to troubleshoot and resolve tax advice and preparation customer inquiries
  • Document customer interactions

Skill Requirements

  • Must possess active credential: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws
  • Must possess active PTIN (Preparer Tax Identification Number)
  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software
  • Professional Circular 230 judgement
  • Audit experience a plus (IRS and state tax authorities)
  • Proficient with technology; solid knowledge of computer operations and software
  • Must have (or be willing to obtain) a dedicated internet connection and landline phone
  • Strong customer service skills – ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring
  • Excellent verbal and written communication skills
  • Ability to work in a fast-paced environment with minimal supervision
  • Critical thinking, problem solving, and determination
  • Bilingual (English/Spanish) communication skills (written & spoken) a plus

About the Company

Our Mission is powering prosperity around the world

We do it by attracting the world’s top talent, bringing vital partners into our global platform, and leaving the world a better place through exceptional corporate citizenship.

More Money, More Time, More Confidence

Whatever prosperity means to you, we’re committed to working on your behalf and making it happen. Every day we innovate with our flagship products - TurboTax, QuickBooks, and Mint. So no matter your financial need, we have a solution that can help. Whether you’re a consumer, self-employed, or a small business owner, we’re in your corner to help make your dreams of prosperity come true.

The Power of Many

We tap our global ecosystem of partners and users—all ~50 million of them—for high-value insights. Then we put that power at your fingertips by delivering awesome product experiences. We focus the power of many, to drive the prosperity of one.

How to apply

Apply for this job online using the link below.

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