Tax Expert - CPA, Enrolled Agent or Attorney – Seasonal Remote in Waukegan, Illinois

Description

Join us in our mission to power prosperity around the world by providing expert tax guidance to our customers using TurboTax state of the art tools; this includes helping customers prepare and submit their taxes. We are hiring credentialed tax experts (CPA/EA/Practicing Attorney) for our TurboTax expert network, the largest virtual tax community in the world. Youll bring confidence, tax expertise, and personal experiences to new client relationships that will empower and educate people, so they can lead better lives and get one step closer to financial freedom. And you decide how much, when and where to work, creating a schedule that works for you.

Our team of tax experts is growing, so once you apply to one role, weve got you covered. We will review your experience and consider your fit for all open opportunities on the team.

Job Content/Scope:

• This is a seasonal customer facing position providing Tax Advice, Tax Return Review and Preparation to TurboTax Customers
• Help 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 calculations
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and audio/video tools
• Utilize and leverage government websites, professional resources and team expertise to seek out and deliver the right answer to the customer using everyday language
• Apply defined practices, procedures and company policies to troubleshoot and resolve tax advice and preparation customer inquiries
• Document customer interactions

Qualifications

• Must possess active credential:
  EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws

• Recent experience preparing federal and state individual 1040 tax returns using commercial tax preparation software (3 or more years preferred)

• Professional Circular 230 judgement

• Audit experience a plus (IRS and state tax authorities)

• Proficient with technology; solid knowledge of computer operations and software

• 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

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