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Years of Experience
Date Last Verified
Tax Advisor Duties: 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.
Qualification and Experience
Qualifications: Must have 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+ 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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