TurboTax Live Tax Associate -" Virtual Nationwide Opportunity
Company: Intuit
Location: Pomona
Posted on: January 13, 2021
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Job Description:
Description Overview Veterans and military families encouraged
to apply If you're a highly motivated individual with a business
background and excellent communication skills, we need you to help
our customers complete their taxes using TurboTax. You'll advance
our goal of "Powering Prosperity Around the World" by providing
expert guidance and explanations of tax and technical terms to our
customers. You'll also play an important role in our effort to
enhance our brand by delighting our customers and empowering them
to prepare their taxes. Responsibilities -- - This is a seasonal
position providing assistance to customers both assisting them in
preparing their own returns and/or fully preparing customer tax
returns -- - Compiling/preparing tax returns for TurboTax Customers
-- - Gathering/organizing and accurately entering customer data in
the federal and state tax returns for review -- - Communicate
directly with the customer as needed -- - Coordinate customer
meetings and follow-up -- - Communicate updates to credentialed tax
experts on assigned customers -- - Will help customers who are
working on their tax return with both product/software inquiries,
as well as with tax questions and calculations -- - Apply defined
practices, procedures and company policies to troubleshoot and
resolve product and tax support customer inquiries -- - Will
interact with customers utilizing strong written and verbal skills
as well as deep customer empathy Typical Deliverables: -- -
Accurate and complete customer data entered in tax returns for
credentialed tax expert review -- - High quality customer
interactions and experiences -- - Application of defined practices,
procedures and company policies to troubleshoot, resolve issues and
address routine Tax Support customer questions -- - Proficient with
technology and solid knowledge of computer operations and software.
-- - Utilize and leverage government websites and toolkits to seek
out and deliver the right answer to the customer -- - Document
customer interactions -- - Represent the Intuit TurboTax brand and
spirit by demonstrating empathy for the customer, empowering and
partnering with the customer, personalizing the experience, and
providing them the confidence that they can do their own taxes
Qualifications -- - College degree a plus. The ideal candidate will
have a background in business, finance, accounting, or tax -- -
Knowledge of tax laws, tax concepts and familiarity with form 1040
and schedules -- - Minimum 3 season of paid Tax Preparation
experience, with a minimum of 30 tax returns per tax year required.
-- - Prior tax preparation experience in a tax practice or retail
setting required. -- - PTIN required -- - Ability/motivation to
expand expertise and obtain a tax credential or certification -
Intuit offers a program to obtain your EA -- - Strong customer
service skills with ability to empathize and instill confidence --
- Ability to work within a team to assist in preparation of
accurate tax returns in a timely manner -- - Strong Research skills
and the ability to quickly use online resources to find answers --
- Critical thinking and problem solving -- - Persistence and
determination -- - Willingness to utilize audio/visual tools to
communicate with customers ----- - Comfortable interacting with
customers through video, in a professional way that represents the
Intuit TurboTax brand well ----- - Friendly and reassuring on
camera -- - Bilingual (English/Spanish) communication skills
(written & spoken) a plus
Keywords: Intuit, Pomona , TurboTax Live Tax Associate -" Virtual Nationwide Opportunity, Accounting, Auditing , Pomona, California
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