Tax Associate - Work from Home
Company: Intuit
Location: Albany
Posted on: November 21, 2022
Job Description:
OverviewDo you have a minimum of 3 seasons of paid Tax
Preparation experience, with a minimum of 30 tax returns per tax
year? - If you're a tax professional, 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
Minimum of 3 seasons 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.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 schedulesPTIN 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 taxesIf you are a Colorado resident,
visit intuit.com/careers/colorado-job-postings-information/
Keywords: Intuit, Albany , Tax Associate - Work from Home, Other , Albany, Georgia
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