Tax Professional - CPA - Remote
Company: Intuit
Location: Oshkosh
Posted on: February 23, 2021
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Job Description:
Overview Are you a credentialed CPA, EA, or practicing attorney?
Or do you have a minimum 3 season of paid Tax Preparation
experience with a minimum of 30 tax returns per tax year? If youre
one of tax professionals, 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 * Must possess active unrestricted
credential: EA (Enrolled Agent), CPA (Certified Public Accountant),
or Practicing Attorney with strong tax preparation experience and
extensive knowledge of tax laws
* Must possess or be able to obtain any related State licenses,
certificates, permits or bonds
* Must possess active PTIN (Preparer Tax Identification Number)
* 3 or more years of recent experience preparing federal and state
individual 1040 tax returns for clients/customers, using commercial
tax preparation software
* Working knowledge of Circular 230
* Audit experience a plus (IRS and state tax authorities)
* Proficient with technology; solid knowledge of computer
operations and software
* Must have (or be willing to obtain) a dedicated hardwired
internet connection
* Strong customer service skills - ability to interact with
customers through video and audio tools in a way that is
professional, friendly and reassuring
* Excellent verbal and written communication skills
* Ability to work in a fast-paced environment with minimal
supervision
* Critical thinking, problem solving, research skills and
determination
* Bilingual (English/Spanish) communication skills (written &
spoken) a plus For internal use: tst How you will lead * This is a
seasonal, virtual, customer-facing role; you will be using our
state of the art video communication software (SmartLook) to
interact with customers
* Help TurboTax customers who are working on their tax return with
1) Tax advice, including return preparation and signature when
required; 2) Product/software inquiries, and 3) Tax
calculations
* Create high quality customer interactions and experiences that
instill confidence using deep customer empathy, and your deep
knowledge and expertise in the field of tax preparation
* Utilize and leverage government websites, professional resources,
and team expertise to seek out and deliver the right answer to the
customer using everyday language
* Apply defined practices, procedures, and company policies to
troubleshoot and resolve tax advice and preparation customer
inquiries
* Document customer interactions
Keywords: Intuit, Oshkosh , Tax Professional - CPA - Remote, Accounting, Auditing , Oshkosh, Wisconsin
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