Join our mission Intuit is a mission-driven, global financial platform company that gives everyone the opportunity to prosper. With products like TurboTax, QuickBooks and Mint, we're using technology to build solutions to challenging financial problems for millions of people around the world.
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
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
