SanRafaelRecruiter Since 2001
the smart solution for San Rafael jobs

Credentialed Virtual Tax Professional - CPA, Enrolled Agent or Attorney

Company: Intuit
Location: San Rafael
Posted on: February 16, 2020

Job Description:

OverviewIf you are a highly motivated individual with an active 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.Responsibilities

  • 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 calculationsCreate high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep knowledge and expertise in the field of tax preparationUtilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday languageApply defined practices, procedures, and company policies to troubleshoot and resolve tax advice and preparation customer inquiriesDocument customer interactionsQualifications
  • 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 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
  • Professional Circular 230 judgement
  • 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 internet connection and landline phone
  • 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, and determination
  • Bilingual (English/Spanish) communication skills (written & spoken) a plus For internal use: tst

Keywords: Intuit, San Rafael , Credentialed Virtual Tax Professional - CPA, Enrolled Agent or Attorney, Sales , San Rafael, California

Click here to apply!

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

I'm looking for
in category
within


Other Sales Jobs


Guest Service Agent (Full-Time)
Description: Embassy Suites Milpitas Silicon Valley is looking for a Full-Time Guest Service Agent to join their amazing team Great working environment and plenty of options to move up within the hotel and company. (more...)
Company: Embassy Suites Milpitas Silicon Valley
Location: Milpitas
Posted on: 02/28/2020

Sales Manager
Description: The Opportunity We are currently looking for a highly motivated, determined, well spoken and experienced Sales Manager who understands the meaning of hunting to proudly sell our new Tapestry Sacramento (more...)
Company: Tapestry Collection by Hilton, Sacramento
Location: Sacramento
Posted on: 02/28/2020

Luxury Sales Stylist
Description: job description Who We Are: br HBC is a diversified global retailer, focused on driving the performance of high quality stores and omni-channel platforms all-channel offerings, growing through acquisitions, (more...)
Company: HBC
Location: San Francisco
Posted on: 02/28/2020


Credentialed Virtual Tax Professional - CPA, Enrolled Agent or Attorney
Description: OverviewIf you are a highly motivated individual with an active credential CPA/EA/Practicing Attorney and excellent communication skills, we need you to help our customers complete their taxes using (more...)
Company: Intuit
Location: Fairfield
Posted on: 02/28/2020

Member Service Representative I or II
Description: Position Summary:SchoolsFirst Federal Credit Union is looking for a Member Service Representative I. This individual will provide World Class Member service
Company: SchoolsFirst FCU
Location: Sacramento
Posted on: 02/28/2020

Credentialed Virtual Tax Professional - CPA, Enrolled Agent or Attorney
Description: OverviewIf you are a highly motivated individual with an active credential CPA/EA/Practicing Attorney and excellent communication skills, we need you to help our customers complete their taxes using (more...)
Company: Intuit
Location: Elk Grove
Posted on: 02/28/2020

Associate Director of Sales - Napa
Description: SUMMARY : The Associate Director of Sales is responsible for growing the businesses for The Hotel. Responsibilities include planning and executing proactive sales strategies and developing relationships (more...)
Company: The Meritage Resort and Spa
Location: Napa
Posted on: 02/28/2020

Corporate Sales Coordinator
Description: Corporate Sales Coordinator br br As the Corporate Sales Coordinator you will be responsible for bringing in new Sales Talent to our growing branches. If you enjoy building relationships with our (more...)
Company: Summit Funding, Inc.
Location: Sacramento
Posted on: 02/28/2020

Life Insurance Agent - work when you want wherever you want
Description: Join the revolutionary ASSURANCE platform, and enjoy the freedom of working when you want, from wherever you want, helping inbound,
Company: Assurance
Location: San Francisco
Posted on: 02/28/2020

Family Office Licensed Client Service Representative - Future Opportunity
Description: Job Description:The Client Service Representative CSR will provide customer service and operational support to the Client Management Team. The team supports a division of Fidelity, serving the needs (more...)
Company: Fidelity Investments
Location: Pacifica
Posted on: 02/28/2020

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

San Rafael RSS job feeds