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Carrot Peelers, Sales, Personality and Your Job Search
In-House
Attorney
Tax - General
Min 3 yrs required
Credentialed Bilingual Tax Advisor - CPA The candidate will 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. Will 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. 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. Must have active PTIN (Preparer Tax Identification Number). Must 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) is essential. 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 is essential. Excellent verbal and written communication skills is essential. Bilingual (English / Spanish) communication skills (written and spoken) a plus.
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