Experienced Tax Expert I

Company: Intuit
Location: Yuba City
Posted on: November 21, 2020

Job Description:

OverviewIf 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 taxKnowledge of tax laws, tax concepts and familiarity with form 1040 and schedulesMinimum 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 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 taxes Associated topics: banking product, commercial loan, customer, loan officer, loan review, loan review officer, loan servicing officer, loan underwriter, personal banker ii, relationship

Keywords: Intuit, Yuba City , Experienced Tax Expert I, Accounting, Auditing , Yuba City, California

Click here to apply!

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

Let Yuba City recruiters find you. Post your resume for free!

Get Yuba City Accounting, Auditing jobs via email.

View more Yuba City Accounting, Auditing jobs

Other Accounting, Auditing Jobs

Financial Services Professional
Description: Financial Professional/Financial Advisor / Registered Representative Join our dependable team.Do you enjoy helping clients identify and achieve their financial goals Through New York Life, Eagle Strategies, (more...)
Company: New York Life
Location: Sacramento
Posted on: 11/25/2020

Financial Services Professional
Description: Financial Professional/Financial Advisor / Registered Representative br br Join our dependable team. br br Do you enjoy helping clients identify and achieve their financial goals Through New (more...)
Company: New York Life
Location: Sacramento
Posted on: 11/25/2020

Financial Services Professional - 5 Year Plan
Description: Financial ProfessionalWhat is your five-year plan How productive was your last five years Conflicted with a desire to step out to fulfill your dreams of running your own practice but enjoy the security (more...)
Company: New York Life
Location: Sacramento
Posted on: 11/25/2020

Salary in Yuba City, California Area | More details for Yuba City, California Jobs |Salary

Financial Services Professional - Partner
Description: New York Life PartnerNew York Life is looking to add qualified leaders to effectively embrace, contribute and support the field offices plan to recruit, select, train and develop financial professionals (more...)
Company: New York Life
Location: Sacramento
Posted on: 11/25/2020

Financial Services Professional - Bilingual Spanish/English
Description: Experienced Financial Professional/Advisor br br Were looking for experienced financial professionals to join our team dependable team. br br Whether youre looking for a change or seeking to (more...)
Company: New York Life
Location: Sacramento
Posted on: 11/25/2020

Financial Services Professional - 5 Year Plan
Description: Financial Professional br br What is your five-year plan How productive was your last five years Conflicted with a desire to step out to fulfill your dreams of running your own practice but enjoy (more...)
Company: New York Life
Location: Sacramento
Posted on: 11/25/2020

Financial Services Professional - Military Experience
Description: Financial Professional Opportunity for individuals with Military ExperienceTake command of your career with New York Life.You ve served our country and served it well. Whether overseas or on home soil, (more...)
Company: New York Life
Location: Sacramento
Posted on: 11/25/2020

Financial Services Professional - Military Experience
Description: Financial Professional Opportunity for individuals with Military Experience br br Take command of your career with New York Life. br br Youve served our country and served it well. Whether overseas (more...)
Company: New York Life
Location: Sacramento
Posted on: 11/25/2020

Remote Tax Senior (Contract)
Description: Remote Tax SeniorCompensation: 45 - 55 / hourLocation: RemoteDuration: 2-3 months this role would be during the Spring 2021 tax busy season. Preferably that would include hours from January until the (more...)
Company: Beech Valley Solutions
Location: Oakland
Posted on: 11/25/2020

Financial Services Professional - Community Driven
Description: Financial ProfessionalNew York Life Insurance Company, a mutual life insurance company, together with its subsidiaries, provides a range of insurance and investment products and services. The company (more...)
Company: New York Life
Location: Sacramento
Posted on: 11/25/2020

Experienced Tax Expert I

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

Other Accounting, Auditing Jobs

Log In or Create An Account