TurboTax Live Seasonal Tax Expert Lead

Overview

Intuit is the global financial technology platform that powers prosperity for the people and communities we serve. With approximately 100 million customers worldwide using products such as 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.

What you'll bring

• You have a minimum of 5+ years of paid professional tax preparation experience and/or 5+ years of recent experience reviewing tax returns prepared by others.
• You may be asked to provide your CRA RepID (representative identifier) to allow your use of the CRA Represent a Client service upon successful onboarding.
• You have experience utilizing professional tax software to prepare and file or review
  

personal tax returns, including those with complex elements such as employment, self-employment, rental income, investments, T1135 forms, foreign income, and various credits and deductions.

• You are passionate about helping clients and colleagues navigate the complexities of taxation, and you’re committed to enhancing our brand by delighting our customers and empowering them to prepare their taxes.
• You possess excellent customer service skills, and you are excited to interact with customers and colleagues through video and audio tools in a professional, friendly, and confident manner.
• You must be willing and available to work a flexible schedule with a minimum of 32 hours per week.
  
  

Asset Qualifications

• Experience preparing Business Tax (T2) Returns.
• Experience preparing Quebec Tax (TP1) Returns.
  
  

Skills & Abilities

• Tax Expertise - Demonstrates a fundamental understanding of tax laws and concepts. Proven ability to seek out additional learning opportunities to increase knowledge and learn about year-over-year changes.
• Effective Communication - Uses written and verbal communication skills to provide quality service when speaking with customers. Practices active listening to develop empathy and understand customer pain points.
• Complex Problem Solving - Demonstrates commitment to understanding customer problems, leveraging tools and resources to take extreme ownership and solve or escalate as appropriate for additional support in a timely manner.
• Research / Resourcefulness - Demonstrates curiosity and interest in continuous learning. Confidently follows procedures and looks for resources to deliver suitable solutions for all customers.
• Technical Acumen - Shows interest in learning about the tools needed for the role and demonstrates basic ability to troubleshoot issues.
  
  

How you will lead

• In this role, you will help our Tax Experts complete customer contacts and tax return preparation by providing timely and accurate tax guidance and advice.
• You will utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to Tax Experts in terms they will understand. You may be tagged in to help teach Experts how to research and troubleshoot tax and technical questions
• You may be asked to help our customers complete their taxes using Intuit TurboTax products by providing tax guidance and reviewing personal tax returns for customers completing their tax return on their own, full service return preparation, and managing product/software inquiries.
• You will use our state of the art video communication software to interact with customers and Tax Experts, and you will document your interactions to maintain accurate records.