Job Description
Business Tax Associate
Bilingual Spanish
Location(s): Remote
Company Overview
Intuit is a global technology platform that helps consumers and small businesses overcome their most important financial challenges. Serving more than 100 million customers worldwide with TurboTax, Credit Karma, QuickBooks, and Mailchimp, we believe that everyone should have the opportunity to prosper. We never stop working to find new, innovative ways to make that possible.
Job Overview
Tax Support Associate – SeasonalIf you’re a highly motivated individual with a business background and excellent communication skills, we need you to help our customers complete their taxes using TurboTax. You’ll advance our goal of “Powering Prosperity Around the World” by providing expert guidance and explanations of tax and technical terms to our customers. You’ll also play an important role in our effort to enhance our brand by delighting our customers and empowering them to prepare their taxes.
Qualifications
Essential Skills and Qualifications:• College degree a plus. The ideal candidate will have a background in business, finance, accounting, or tax• Basic knowledge of tax laws, tax concepts and familiarity with form 1040 and schedules• Strong customer service skills with ability to empathize and instill confidence • Some experience preparing federal and state returns for individuals (1040). Prior tax preparation experience in a retail setting a plus• Some experience providing support in a call center environment a plus (WFH or on site)• Strong Research skills and the ability to quickly use online resources to find answers• Critical thinking, and problem solving• Persistence and determination• Willingness to utilize audio/visual tools to communicate with customers o Comfortable interacting with customers through video, in a professional way that represents the Intuit TurboTax brand wello Friendly and reassuring on camera• Bilingual (English/Spanish) communication skills (written & spoken) a plus
Responsibilities
Job Scope and Deliverables:• This is a seasonal customer facing position providing product support for tax topics for TurboTax Customers• Motivated and capable to learn tax preparation skills and become a credentialed Enrolled Agent (IRS licensed tax practitioner)• Help customers who are working on their tax return with both product/software inquiries, as well as with tax questions and calculations• Apply defined practices, procedures and company policies to troubleshoot and resolve product and customer inquiries related to tax topics• High quality interactions with customers utilizing strong written and verbal skills as well as deep customer empathy• Utilize and leverage government websites and toolkits to seek out and deliver the right answer to the customer• Document customer interactions