Credentialed Tax Expert

Overview

This is a virtual, customer-facing tax role supporting customers as they complete their taxes using TurboTax products. You will provide expert guidance and help customers understand tax concepts and technical terms. The position uses video communications to deliver confidence-building customer support.

Responsibilities

• Participate in virtual, video-based customer interactions using required video communications software.
• Assist customers who are working on their tax returns or have delegated their tax return preparation with:
  • Tax advice
  • Full Service return preparation and signature
  • Product/software inquiries
  • Tax calculations
• Create high-quality customer interactions and experiences using deep customer empathy and extensive tax preparation expertise.
• Research and use government websites, professional resources, and team expertise to deliver accurate answers in everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve tax advice and tax preparation inquiries.
• Document customer interactions.
• Work continuously toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations, as needed.
• Complete all required training and development determined by the business, including (but not limited to) compliance trainings, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements may change based on business needs.

Qualifications

• Active, unrestricted credential: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.
• 2 or more years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients/customers per season for compensation, using commercial tax preparation software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Active Preparer Tax Identification Number (PTIN).
• Willing and available to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficiency with technology, including solid knowledge of computer operations and software.
• Strong customer service skills, including the ability to interact with customers through video and audio tools in a professional, friendly, and confident manner.
• Excellent verbal and written communication skills.
• Strong critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have (or be willing to obtain) a dedicated hardwired internet connection that meets the organization’s security criteria.
• Bilingual (English/Spanish) communication skills (written & spoken) a plus.
• Must reside in the United States.

Compensation & Benefits

• Competitive compensation package with pay for performance rewards.
• Expected base pay range for this position:
  • Bay Area California: $28.74 - $36.72
  • Southern California: $28.74 - $36.72
  • Colorado: $27.37 - $34.97
  • Hawaii: $28.74 - $36.72
  • Illinois: $27.37 - $34.97
  • Maine: $24.63 - $31.47
  • Maryland: $27.37 - $34.97
  • Massachusetts: $28.74 - $36.72
  • Minnesota: $24.63 - $31.47
  • New Jersey: $28.74 - $36.72
  • New York: $28.74 - $36.72
  • Ohio: $24.63 - $31.47
  • Vermont: $27.37 - $34.97
  • Virginia: $27.37 - $34.97
  • Washington: $28.74 - $36.72
  • Washington DC: $27.37 - $34.97
• This position may be eligible for a cash bonus, equity rewards, and benefits in accordance with applicable plans and programs.
• Pay offered is based on job-related knowledge, skills, experience, and work location.
• The organization conducts regular comparisons across categories of ethnicity and gender to drive ongoing fair pay.

Location

Must reside in the United States.