SanJoseCARecruiter Since 2001
the smart solution for San Jose jobs

Credentialed Tax Advisor - CPA, Enrolled Agent or Attorney

Company: Intuit
Location: San Jose
Posted on: September 15, 2020

Job Description:

Overview If you are a highly motivated individual with an active unrestricted credential (CPA/EA/Practicing Attorney) and excellent communication skills, we need you to help our customers complete their taxes using Intuit TurboTax products. You will advance our goal of ---Powering Prosperity Around the World--- by providing expert guidance and explanations of tax and technical terms to our customers. You will 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, San Jose , Credentialed Tax Advisor - CPA, Enrolled Agent or Attorney, Sales , San Jose, California

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Sales Jobs


Product Sales Enablement Manager
Description: We are looking for someone to join our growing Sales Enablement Team to support and create value for our Global Sales Organization. You are highly motivated, energized and inspired by the challenge of (more...)
Company: Asana
Location: San Francisco
Posted on: 09/21/2020

Counter Sales
Description: Company Overview HD Supply NASDAQ:HDS is one of the largest industrial distributors in North America. The company provides a broad range of products and value-add services to approximately 500,000 (more...)
Company: HD Supply
Location: Sacramento
Posted on: 09/21/2020

Credentialed Tax Expert - CPA, Enrolled Agent or Practicing Attorney Seasonal Remote
Description: Overview 10 10 If you are a highly motivated individual with an active unrestricted credential CPA/EA/Practicing Attorney and excellent communication skills, we need you to help our customers complete (more...)
Company: Intuit
Location: Rodeo
Posted on: 09/21/2020


Life Insurance Agent - Flexible Schedule (License Required)
Description: Job Description: As an independent agent, you will benefit from the 300 million per year Assurance spends in acquiring in-market, high intent shoppers. These shoppers are delivered straight to your headset (more...)
Company: Assurance
Location: Sacramento
Posted on: 09/21/2020

Territory Sales Manager, Varithena SAC/SF Job
Description: Job Description Additional Locations: US-CA-Sacramento US-CA-San Francisco Purpose and Passion Comprehensive Benefits Life-Work Integration Community Career Growth At Boston Scientific, you will (more...)
Company: Boston Scientific
Location: Sacramento
Posted on: 09/21/2020

Insurance Sales- Free Exclusive TV Leads
Description: Job DescriptionWe are looking for energetic, coachable people with NO sales experience required. We are hiring for are the following positions: Entry Level And Experienced Outside Customer Service Sales (more...)
Company: Lincoln Heritage Life Insurance Company
Location: San Francisco
Posted on: 09/21/2020

Telephone Sales
Description: Are you a talented and motivated individual looking for a new interesting challenge or fresh opportunity We're on the lookout for new representatives in the nearby and surrounding areas To be part of (more...)
Company: Spora
Location: Sacramento
Posted on: 09/21/2020

Virtual Active CPA, Enrolled Agent or Tax Attorney - Seasonal Income
Description: Overview 10 10 If you are a highly motivated individual with an active unrestricted credential CPA/EA/Practicing Attorney and excellent communication skills, we need you to help our customers complete (more...)
Company: Intuit
Location: Pinole
Posted on: 09/21/2020

Credentialed Tax Expert - CPA, Enrolled Agent or Practicing Attorney Seasonal Remote
Description: Overview 10 10 If you are a highly motivated individual with an active unrestricted credential CPA/EA/Practicing Attorney and excellent communication skills, we need you to help our customers complete (more...)
Company: Intuit
Location: Herald
Posted on: 09/21/2020

Licensed Medicare Insurance Sales - Remote
Description: If you''ve sold Medicare, Life, or Auto Insurance before, you''ll want to consider this unique sales opportunity.Join the revolutionary ASSURANCE platform and uncap your earnings on the industrys best (more...)
Company: ASSURANCE Independent Agents
Location: El Dorado Hills
Posted on: 09/21/2020

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

San Jose RSS job feeds