Tax Associate - 3+ tax seasons experience required

Company: Intuit
Location: San Bernardino
Posted on: November 16, 2020

Job Description:

Overview If you’re a highly motivated individual with a business background and excellent communication skills, we need you to help our customers complete their taxes using TurboTax.  You’ll advance our goal of “Powering Prosperity Around the World” by providing expert guidance and explanations of tax and technical terms to our customers.  You’ll also play an important role in our effort to enhance our brand by delighting our customers and empowering them to prepare their taxes.

What you'll bring College degree a plus.  The ideal candidate will have a background in business, finance, accounting, or tax

Knowledge of tax laws, tax concepts and familiarity with form 1040 and schedules

Minimum 3 season of paid Tax Preparation experience, with a minimum of 30 tax returns per tax year required.

Prior tax preparation experience in a tax practice or retail setting required.

PTIN required

Ability/motivation to expand expertise and obtain a tax credential or certification - Intuit offers a program to obtain your EA

Strong customer service skills with ability to empathize and instill confidence

Ability to work within a team to assist in preparation of accurate tax returns in a timely manner

Strong Research skills and the ability to quickly use online resources to find answers

Critical thinking and problem solving

Persistence and determination

Willingness to utilize audio/visual tools to communicate with customers  Comfortable interacting with customers through video, in a professional way that represents the Intuit TurboTax brand well

Friendly and reassuring on camera

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

For internal use: tst assoc

How you will lead This is a seasonal position providing assistance to customers both assisting them in preparing their own returns and/or fully preparing customer tax returns

Compiling/preparing tax returns for TurboTax Customers

Gathering/organizing and accurately entering customer data in the federal and state tax returns for review

Communicate directly with the customer as needed

Coordinate customer meetings and follow-up

Communicate updates to credentialed tax experts on assigned customers

Will help customers who are working on their tax return with both product/software inquiries, as well as with tax questions and calculations

Apply defined practices, procedures and company policies to troubleshoot and resolve product and tax support customer inquiries

Will interact with customers utilizing strong written and verbal skills as well as deep customer empathy

Typical Deliverables:

Accurate and complete customer data entered in tax returns for credentialed tax expert review

High quality customer interactions and experiences

Application of defined practices, procedures and company policies to troubleshoot, resolve issues and address routine Tax Support customer questions

Proficient with technology and solid knowledge of computer operations and software.

Utilize and leverage government websites and toolkits to seek out and deliver the right answer to the customer

Document customer interactions

Represent the Intuit TurboTax brand and spirit by demonstrating empathy 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 Bernardino , Tax Associate - 3+ tax seasons experience required, Other , San Bernardino, California