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Tax Associate - 3+ tax seasons experience required

Company: Intuit
Location: San Jose
Posted on: November 21, 2020

Job Description:

OverviewIf 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 taxKnowledge of tax laws, tax concepts and familiarity with form 1040 and schedulesMinimum 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 requiredAbility/motivation to expand expertise and obtain a tax credential or certification - Intuit offers a program to obtain your EAStrong 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 mannerStrong Research skills and the ability to quickly use online resources to find answersCritical thinking and problem solvingPersistence and determinationWillingness 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 wellFriendly and reassuring on cameraBilingual (English/Spanish) communication skills (written & spoken) a plusFor internal use: tst assocHow 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 returnsCompiling/preparing tax returns for TurboTax Customers Gathering/organizing and accurately entering customer data in the federal and state tax returns for reviewCommunicate directly with the customer as neededCoordinate customer meetings and follow-upCommunicate updates to credentialed tax experts on assigned customersWill help customers who are working on their tax return with both product/software inquiries, as well as with tax questions and calculationsApply defined practices, procedures and company policies to troubleshoot and resolve product and tax support customer inquiriesWill interact with customers utilizing strong written and verbal skills as well as deep customer empathyTypical Deliverables:
Accurate and complete customer data entered in tax returns for credentialed tax expert reviewHigh quality customer interactions and experiences Application of defined practices, procedures and company policies to troubleshoot, resolve issues and address routine Tax Support customer questionsProficient 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 customerDocument 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 Associated topics: banking service, collection analyst, counselor, customer, loan review officer, loan servicing officer, personal banker ii, personal banker iii, relationship, sale

Keywords: Intuit, San Jose , Tax Associate - 3+ tax seasons experience required, Other , San Jose, California

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