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Bilingual Spanish Credentialed Tax Experts (CPA / EA / Practicing Attorney)
Refer job# MNEU140679
 
Bilingual Spanish Credentialed Tax Experts (CPA / EA / Practicing Attorney) The candidate will join the largest virtual tax network in the world. Responsibilities: 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 tax advice, including return preparation and signature when required, product / software inquiries, and tax calculations. Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and deep knowledge and expertise in the field of tax preparation. 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.

EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws will be considered. Must possess active PTIN (Preparer Tax Identification Number). 3+ years of recent experience preparing federal and state individual 1040 tax returns for clients / customers, using commercial tax preparation software required. Professional Circular 230 judgement needed. Audit experience a plus (IRS and state tax authorities). Should be 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 are required. Bilingual (English / Spanish) communication skills (written & spoken) a plus.
 
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