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Ofertas em Yellowknife, United States

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Credentialed Seasonal Tax Professional
CB Canada
City of Moncton
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Tempo parcial
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Resumo da oferta

A financial services company is seeking a seasonal virtual tax professional to assist customers with tax preparation and advice through video communication. Candidates must hold an active EA/CPA or Attorney credential and have extensive experience in tax preparation. Strong communication skills, customer service orientation, and the ability to work independently are essential for this role.

Qualificações

  • Must possess active PTIN (Preparer Tax Identification Number).
  • 3+ years of experience preparing individual 1040 tax returns.
  • Strong knowledge of tax laws and Circular 230.

Responsabilidades

  • Help customers with tax advice and preparation.
  • Provide product and software support.
  • Create high-quality customer interactions.

Conhecimentos

Tax preparation experience
Excellent communication skills
Customer service skills
Critical thinking
Bilingual (English / Spanish)

Formação académica

Active unrestricted credential (CPA / EA / Attorney)

Ferramentas

TurboTax software
SmartLook video communication software
Descrição da oferta de emprego

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 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.

Job Requirements : 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
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
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* O salário de referência é obtido com base em objetivos de salário para líderes de mercado de cada segmento de setor. Serve como orientação para ajudar os utilizadores Premium na avaliação de ofertas de emprego e na negociação de salários. O salário de referência não é indicado diretamente pela empresa e pode ser significativamente superior ou inferior.

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