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Credentialed Tax Advisor - Cpa, Enrolled Agent Or Attorney
Refer job# WSIV141230
 
Credentialed Tax Advisor - CPA, Enrolled Agent or Attorney Responsibilities: This is a seasonal, virtual, customer-facing role; 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 your 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.

The candidate 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. Must possess active PTIN (Preparer Tax Identification Number). Should have 3+ 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.
 
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This particular job is currently not active. However, since our clients regularly share with us similar and other job openings, we strongly recommend that you submit your resume. We shall review your resume and get in touch with you as soon as a suitable vacancy comes up to further discuss your interest in exploring the opportunity. Assisting you is our highest priority.

Please be assured that none of your materials will be forwarded to any employer without your consent. Of course, all inquiries are kept strictly confidential.
 
 

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