Experienced Tax Associate
Company: Intuit
Location: Wauchula
Posted on: February 21, 2021
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Job Description:
Overview Do you have a minimum of 3 season 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 thier 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 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. 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
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 For internal use: tst assoc 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
Keywords: Intuit, Lakeland , Experienced Tax Associate, Accounting, Auditing , Wauchula, Florida
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