Job Description
Title: Remote Seasonal Tax Expert -CPA, EA, and CFP
Location: San Diego
Primary Location: US-CA-San Diego
Category: Tax Support
Description:
Overview
Come join Intuit and play a key role within the Consumer Tax Group as an Agent Innovation Resource Expert within the customer care team.
Helping answer tax questions for TurboTax customers, including providing tax advice, explaining calculations and where to enter data within the program. Advocating for the agent experience and providing insights to the CARE organization.
We are looking for Intuit customer ambassadors who can live and breathe our Intuit values and are passionate about creating a uniquely positive customer experience by capitalizing on their expertise to provide insights based on knowledge of our customer, our program and our tools.
If you have a commitment to excellence, a desire to provide deep insights based on the voice of the customer and want to be a member of a spirited team, read on!
Responsibilities
Primary Responsibilities
- Solve for customers and deliver an experience so profound that customers love using our products and services and actively recommend them to others.
- Learn and utilize specific software tools and problem solving strategies to solve for customer issues and continuously improve our processes through insights and testing.
- Provide insights to the team and the organization based on interactions with the customer and our tools.
- Be comfortable at having a conversation with customers in order to pull out insights that the business can use to create uniquely positive customer experiences.
Qualifications
- Previous experience in technical support is preferred and call center experience is a plus
- Must possess intermediate computer skills including MS Office Suite
- Excellent analytical, problem solving and interpersonal skills to deliver high customer satisfaction
- Detail oriented, the ability to properly document and create customer call notes in a computer system using multiple screens of data
- Excellent verbal and written communication skills, inspiring confidence while leading customers through the steps to resolve issues via phone and email
- Ability to manage multiple priorities within a fast paced and high volume environment
- Ability to analyze data and provide meaningful insights that speak to overall trends
- Ability to work in a team environment
- High School or GED is required
- Credential is Required: EA, JD, CPA
- CFP is Required
- Bilingual is a plus