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Tax Preparer

Skills
Customer ServiceTax Preparation
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns using commercial tax preparation software
  • Passionate about helping clients navigate taxation complexities
  • Committed to delighting and empowering customers
  • Excellent customer service skills
  • Excited to interact with customers through video and audio tools.
  • Possess or be able to obtain any related State licenses, certificates, permits, or bonds
  • Active Preparer Tax Identification Number (PTIN)
  • Must have (or be willing to obtain) a dedicated hardwired internet connection that meets Intuit Security criteria
  • Must be willing and available to work a minimum of 20 hours per week.

Nice to have

  • passionate
  • committed
  • excellent customer service skills
  • friendly
  • confident

Day to day

  • You will help customers complete their taxes using Intuit TurboTax products.
  • You will provide tax advice, full service return preparation, tax calculations, and manage product/software inquiries.
  • You will utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to customers using everyday language.
  • You will use video communication software to interact with customers, and document interactions to maintain accurate records.