Tax Expert - CPA or EA
The candidate will provide expert guidance and explanations of tax and technical terms and concepts to customers. Work directly with clients and apply defined practices, procedures, and company policies to offer tax advice and resolve customer inquiries through the company's platform. Help customers complete their taxes using TurboTax products. By providing tax advice, full service return preparation, tax calculations, and managing product/software inquiries, work toward advancing the goal of 'Powering Prosperity Around the World'. Utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language. Must have 2+ years of paid experience filing 30 or more federal and state individual 1040 tax returns, using commercial tax preparation software. Should have at least 2 seasons of paid Tax Preparation experience, with a minimum of 30 tax returns per tax year. Must have an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws. Should be passionate about helping clients navigate the complexities of taxation. Must be willing and available to work a minimum of 20 hours per week. Excellent customer service skills are required, and one should be excited to interact with customers through video and audio tools in a professional, friendly, and confident manner. Active PTIN is required.
Note: This is a seasonal, virtual, customer-facing role.
