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Intuit xTest Tax Expert in San Diego, California

Overview

Intuit is a mission-driven, global financial platform company that gives everyone the opportunity to prosper. With products like TurboTax, QuickBooks and Mint, we’re using technology to build solutions to challenging financial problems for millions of people around the world.

If you are a curious and highly motivated individual with an active unrestricted credential (CPA/EA/Practicing Attorney) and excellent customer service and communication skills, attention to detail to uncover insights for our teams developing the tools and processes that fuel our service experience, we are looking for you!

Our focus is in capturing deep customer empathy, driving rapid experimentation, and leveraging data and technology to reimagine service experiences that Deliver Awesome for our customers and experts.

This role is remote and can be located across the U.S. San Diego is a preferred location. Hours of operation are based on Pacific Standard time Monday through Friday 8AM-5PM Pacific.

What you'll bring

  • Must possess active unrestricted credential: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws

  • Must possess or be able to obtain any related State licenses, certificates, permits or bonds

  • Must possess active PTIN (Preparer Tax Identification Number)

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software and ability to find answers to complex customer situations

  • Ability to quickly learn and adopt new technical tools and processes with minimal support

  • Must have (or be willing to obtain) a dedicated hardwired internet connection

  • Strong Research skills and the ability to quickly use online resources to find answers

  • Delightful customer service skills and willingness to utilize audio/visual tools to communicate with customers

  • Comfortable interacting with customers through video, in a professional way that represents the Intuit TurboTax brand well

  • Friendly and reassuring on camera

  • We are a testing team - you have strong communication skills with the ability to verbally articulate your thoughts and feelings during the testing process

  • Ability to work in a fast-paced environment with minimal supervision

  • A curiosity for understanding how things work - you can apply critical and creative thinking in order to work with teams dedicated to improving our tools and processes

  • Bilingual (English/Spanish) communication skills (written & spoken) a plus

How you will lead

  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers

  • Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations

  • 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

  • Work well within a collaborative team environment

  • Positive, flexible approach to change

EOE AA M/F/Vet/Disability. Intuit will consider for employment qualified applicants with criminal histories in a manner consistent with requirements of local law.

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