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Years of Experience
Date Last Verified
ProfileSeasonal Credentialed Tax Expert The candidate will provide Tax Advice, Tax Return Review and Preparation to TurboTax Customers. Will 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.
Qualification and Experience
The candidate should have active credential: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws. Must have recent experience preparing federal and state individual 1040 tax returns using commercial tax preparation software (3+ years preferred). Professional Circular 230 judgement required. Audit experience a plus (IRS and state tax authorities). Bilingual (English/Spanish) communication skills (written and spoken) a plus.
Ref. #: 00128001